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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
IAS
576
Insigneo Advisory Services
Florida
$252K +$76.5K +109 +33%
SWM
577
Spire Wealth Management
Virginia
$249K -$1.51M -2,157 -83%
DWT
578
Dorsey & Whitney Trust
South Dakota
$249K -$16.8K -24 -5%
CPA
579
Capital Performance Advisors
California
$247K +$57.5K +82 +23%
CWM
580
Centurion Wealth Management
Virginia
$247K
HBS
581
Howard Bailey Securities
Indiana
$243K -$66.6K -95 -18%
BIM
582
Bridges Investment Management
Nebraska
$243K +$58.9K +84 +25%
HA
583
Huntleigh Advisors
Missouri
$242K -$3.51K -5 -1%
JSAM
584
J. Safra Asset Management
New York
$242K +$123K +176 +71%
FFA
585
Founders Financial Alliance
North Carolina
$237K +$290K +414 New
OC
586
Oppenheimer & Co
New York
$235K +$288K +411 New
QCM
587
QRG Capital Management
Illinois
$234K -$29.5K -42 -9%
CIAS
588
Capital Investment Advisory Services
North Carolina
$234K
SS
589
Sunbelt Securities
Texas
$233K -$26K -37 -8%
TPWM
590
Twelve Points Wealth Management
Massachusetts
$232K -$39.3K -56 -12%
GWM
591
Geneos Wealth Management
Colorado
$232K +$78.6K +112 +175%
SSWM
592
Smith Salley Wealth Management
North Carolina
$231K -$66.6K -95 -19%
AWM
593
Apollon Wealth Management
South Carolina
$231K +$14K +20 +5%
WJWM
594
Williams Jones Wealth Management
New York
$230K
WA
595
Wealth Alliance
New York
$230K +$24.6K +35 +10%
FFM
596
Forum Financial Management
Illinois
$229K -$3.51K -5 -1%
ATFA
597
All Terrain Financial Advisors
Minnesota
$229K
SCP
598
Sivia Capital Partners
California
$228K +$280K +399 New
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$226K -$4.91K -7 -2%
SFS
600
Sowell Financial Services
Arkansas
$226K +$277K +395 New

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.