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HubSpot
HUBS

Overview Fund Activity

792 hedge funds and large institutions have $27.1B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 350 increasing their positions, 222 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
350
Reduced
222
Closed
97
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$239M
3
Franklin Resources
Franklin Resources
California
+$190M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$144M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$260M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
3
ACA
Abdiel Capital Advisors
New York
-$206M
4
SM
SCGE Management
California
-$192M
5
Citadel Advisors
Citadel Advisors
Florida
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
551
Cigna Investments
Connecticut
$281K -$10.9K -19 -4%
Jones Financial Companies
552
Jones Financial Companies
Missouri
$280K +$104K +179 +59%
NAM
553
NorthCrest Asset Manangement
Minnesota
$279K +$279K +488 New
RWP
554
Revolve Wealth Partners
New Jersey
$275K +$275K +481 New
CA
555
Cannon Advisors
North Carolina
$274K -$30.9K -54 -10%
RRCM
556
Rappaport Reiches Capital Management
Illinois
$274K +$4.57K +8 +2%
TA
557
TFB Advisors
Kansas
$272K +$272K +476 New
CAM
558
Claret Asset Management
Quebec, Canada
$269K – – –
GSIS
559
Global Strategic Investment Solutions
Arizona
$266K – – –
QCG
560
Quadrant Capital Group
Ohio
$265K +$197K +344 +287%
GWSG
561
GPS Wealth Strategies Group
Colorado
$265K -$25.7K -45 -9%
FGA
562
Fortis Group Advisors
New Jersey
$265K -$512K -896 -66%
MS
563
Maven Securities
Jersey
$265K -$159K -278 -38%
DS
564
DRW Securities
Illinois
$263K +$263K +460 New
GS
565
GTS Securities
New York
$261K +$70.3K +123 +37%
WF
566
Welch & Forbes
Massachusetts
$261K -$14.3K -25 -5%
HBS
567
Howard Bailey Securities
Indiana
$259K -$38.8K -68 -13%
FTWA
568
Fifth Third Wealth Advisors
Ohio
$255K +$24K +42 +10%
CGH
569
Crossmark Global Holdings
Texas
$254K +$76K +133 +43%
IAS
570
Insigneo Advisory Services
Florida
$252K +$62.2K +109 +33%
SWM
571
Spire Wealth Management
Virginia
$249K -$1.23M -2,157 -83%
DWT
572
Dorsey & Whitney Trust
South Dakota
$249K -$13.7K -24 -5%
CPA
573
Capital Performance Advisors
California
$247K +$46.8K +82 +23%
CWM
574
Centurion Wealth Management
Virginia
$247K – – –
BIM
575
Bridges Investment Management
Nebraska
$243K +$48K +84 +25%
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