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HubSpot

790 hedge funds and large institutions have $32.9B invested in HubSpot in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+72
Holders Change %
+10.03%
% of All Funds
10.52%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
150
Increased
285
Reduced
254
Closed
66
Calls
$557M
Puts
$905M
Net Calls
-$349M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
576
Wealth Alliance
New York
$256K -$13.2K -19 -5%
APW
577
Acima Private Wealth
Virginia
$255K
LS
578
Livforsakringsbolaget Skandia
Sweden
$255K
FWM
579
Focused Wealth Management
New York
$252K -$13.9K -20 -5%
PCM
580
Prelude Capital Management
New York
$251K -$55K -79 -18%
CWM
581
Centurion Wealth Management
Virginia
$247K +$247K +354 New
CPA
582
Capital Performance Advisors
California
$245K +$97.6K +140 +66%
RCA
583
Resonant Capital Advisors
Wisconsin
$245K +$245K +351 New
CAM
584
Congress Asset Management
Massachusetts
$241K +$241K +346 New
HWA
585
HHM Wealth Advisors
Tennessee
$240K +$1.39K +2 +0.6%
FNC
586
First National Corp
Massachusetts
$240K +$240K +345 New
BIM
587
Bridges Investment Management
Nebraska
$238K +$238K +342 New
SWP
588
Strategic Wealth Partners
Ohio
$238K +$238K +290 New
CFP
589
Catalyst Financial Partners
Massachusetts
$233K -$129K -185 -36%
GS
590
GTS Securities
New York
$233K -$91.3K -131 -28%
WA
591
Waverly Advisors
Alabama
$233K +$233K +334 New
IAS
592
Insigneo Advisory Services
Florida
$232K -$125K -180 -35%
MLM
593
Mount Lucas Management
Pennsylvania
$232K -$49.5K -71 -18%
HIP
594
HUB Investment Partners
Texas
$229K +$229K +329 New
C
595
Certuity
Florida
$227K +$227K +326 New
AC
596
Avestar Capital
New York
$226K +$226K +325 New
WIA
597
World Investment Advisors
California
$226K +$226K +324 New
ECM
598
Evergreen Capital Management
Washington
$222K +$222K +318 New
DWP
599
Destiny Wealth Partners
Florida
$220K +$220K +316 New
PSFG
600
Park Square Financial Group
Georgia
$219K +$219K +315 New