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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27.1B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 350 increasing their positions, 222 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
10.77%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
115
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 %
HA
576
Huntleigh Advisors
Missouri
$242K -$2.86K -5 -1%
JSAM
577
J. Safra Asset Management
New York
$242K +$101K +176 +71%
FFA
578
Founders Financial Alliance
North Carolina
$237K +$237K +414 New
OC
579
Oppenheimer & Co
New York
$235K +$235K +411 New
QCM
580
QRG Capital Management
Illinois
$234K -$24K -42 -9%
CIAS
581
Capital Investment Advisory Services
North Carolina
$234K – – –
SS
582
Sunbelt Securities
Texas
$233K -$21.1K -37 -8%
TPWM
583
Twelve Points Wealth Management
Massachusetts
$232K -$32K -56 -12%
GWM
584
Geneos Wealth Management
Colorado
$232K +$148K +112 +175%
SSWM
585
Smith Salley Wealth Management
North Carolina
$231K -$54.3K -95 -19%
AWM
586
Apollon Wealth Management
South Carolina
$231K +$11.4K +20 +5%
WJWM
587
Williams Jones Wealth Management
New York
$230K – – –
WA
588
Wealth Alliance
New York
$230K +$20K +35 +10%
FFM
589
Forum Financial Management
Illinois
$229K -$2.86K -5 -1%
ATFA
590
All Terrain Financial Advisors
Minnesota
$229K – – –
SCP
591
Sivia Capital Partners
California
$228K +$228K +399 New
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$226K -$4K -7 -2%
SFS
593
Sowell Financial Services
Arkansas
$226K +$226K +395 New
BA
594
Bellwether Advisors
Nebraska
$224K -$13.7K -24 -6%
WPC
595
Wedmont Private Capital
Pennsylvania
$223K +$223K +423 New
WANY
596
Wealthspire Advisors (New York)
New York
$223K +$223K +390 New
SAG
597
SageView Advisory Group
California
$222K -$52K -91 -19%
FFA
598
Fi3 Financial Advisors
Indiana
$220K -$1.71K -3 -0.8%
ACA
599
Affinity Capital Advisors
California
$220K – – –
WAM
600
Wakefield Asset Management
Colorado
$217K +$217K +379 New
22 23
24
25 26