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HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$3.43K +$2.92K +8 New
PO
602
Private Ocean
California
$3.43K +$2.92K +8 New
VCM
603
Versant Capital Management
Arizona
$3.43K +$2.92K +8 New
AWM
604
Abound Wealth Management
Tennessee
$3K – – –
JWA
605
JFS Wealth Advisors
Pennsylvania
$3K +$1.46K +4 +133%
MIA
606
Milestone Investment Advisors
Wisconsin
$3K +$2.55K +7 New
GCS
607
Gordian Capital (Singapore)
Singapore
$3K – – –
GFWA
608
Grey Fox Wealth Advisors
Delaware
$2.57K +$2.19K +6 New
CBT
609
Central Bank & Trust
Kentucky
$2.57K +$2.19K +6 New
CFFP
610
Center for Financial Planning
Michigan
$2.14K – – –
RA
611
Rise Advisors
New York
$2.14K – – –
SC
612
Stephens Consulting
Michigan
$2.14K – – –
CFGS
613
Concourse Financial Group Securities
Alabama
$2.14K +$365 +1 +25%
BFEC
614
Benjamin F. Edwards & Company
Missouri
$2K – – –
BCM
615
Blume Capital Management
California
$1.72K – – –
MA
616
Montag & Associates
Georgia
$1.72K – – –
NSG
617
Nalls Sherbakoff Group
Tennessee
$1.67K +$1.46K +4 New
PWMG
618
Prestige Wealth Management Group
New Jersey
$1.29K -$3.65K -10 -77%
IGWM
619
ICA Group Wealth Management
Colorado
$1.29K – – –
SOW
620
State of Wyoming
Wyoming
$1.29K – – –
VF
621
VitalStone Financial
Texas
$1K – – –
FCA
622
FinTrust Capital Advisors
South Carolina
$868 – – –
TWA
623
TCI Wealth Advisors
Arizona
$858 -$13.1K -36 -95%
PTC
624
Private Trust Company
Ohio
$858 -$1.46K -4 -67%
KFI
625
Key Financial Inc
Pennsylvania
$858 – – –
23 24
25
26 27

HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.