We are live on ! Find out more
HUBS icon

HubSpot

804 hedge funds and large institutions have $27.4B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $270M | Put options by funds: $162M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

21% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 96

1.35% more ownership

Funds ownership: 91.02%92.37% (+1.4%)

1% more funds holding

Funds holding: 796804 (+8)

17% less capital invested

Capital invested by funds: $33B → $27.4B (-$5.52B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
116
Increased
351
Reduced
229
Closed
96
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
Icon Wealth Advisors
Texas
$294K -$75.1K -107 -17%
HH
552
Hilltop Holdings
Texas
$291K +$58.9K +84 +20%
JSSH
553
J. Safra Sarasin Holding
$289K -$105K -149 -23%
FT
554
Fiduciary Trust
Massachusetts
$287K +$701 +1 +0.2%
BAM
555
Berkshire Asset Management
Pennsylvania
$286K -$50.5K -72 -14%
A
556
AlphaQuest
New York
$282K -$688K -981 -67%
HI
557
Horizon Investments
North Carolina
$281K -$15.4K -22 -4%
CI
558
Cigna Investments
Connecticut
$281K -$13.3K -19 -4%
Jones Financial Companies
559
Jones Financial Companies
Missouri
$280K +$126K +179 +59%
NAM
560
NorthCrest Asset Manangement
Minnesota
$279K +$342K +488 New
RWP
561
Revolve Wealth Partners
New Jersey
$275K +$337K +481 New
CA
562
Cannon Advisors
North Carolina
$274K -$37.9K -54 -10%
RRCM
563
Rappaport Reiches Capital Management
Illinois
$274K +$5.61K +8 +2%
TA
564
TFB Advisors
Kansas
$272K +$334K +476 New
CAM
565
Claret Asset Management
Quebec, Canada
$269K
GSIS
566
Global Strategic Investment Solutions
Arizona
$266K
QCG
567
Quadrant Capital Group
Ohio
$265K +$241K +344 +287%
GWSG
568
GPS Wealth Strategies Group
Colorado
$265K -$31.6K -45 -9%
FGA
569
Fortis Group Advisors
New Jersey
$265K -$629K -896 -66%
MS
570
Maven Securities
Jersey
$265K -$195K -278 -38%
DS
571
DRW Securities
Illinois
$263K +$323K +460 New
GS
572
GTS Securities
New York
$261K +$86.3K +123 +37%
WF
573
Welch & Forbes
Massachusetts
$261K -$17.5K -25 -5%
FTWA
574
Fifth Third Wealth Advisors
Ohio
$255K +$29.5K +42 +10%
CGH
575
Crossmark Global Holdings
Texas
$254K +$93.3K +133 +43%

HUBS Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2025, worth a combined $27.4B — down 17% from $33B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HUBS positions and 96 closed out — a net gain of 20 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $268M.

  • 804 institutional investors held HubSpot (HUBS) as of Q1 2025, up from 796 in Q4 2024.
  • Funds reported $27.4B of HubSpot stock for Q1 2025, down 17% quarter-over-quarter.
  • 116 funds opened new HubSpot positions in Q1 2025 and 96 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q1 2025 was T. Rowe Price Associates, an estimated $502M added.
  • The largest HubSpot seller in Q1 2025 was Fidelity Investments, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.