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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$237K +$237K +401 New
FAM
602
Flaharty Asset Management
Florida
$236K – – –
ATFA
603
All Terrain Financial Advisors
Minnesota
$236K – – –
WTG
604
West Tower Group
Virginia
$236K +$236K +400 New
MLM
605
Mount Lucas Management
Pennsylvania
$232K -$4.72K -8 -2%
IAS
606
Insigneo Advisory Services
Florida
$232K +$45.1K +99 +24%
A
607
AlphaQuest
New York
$228K +$216K +367 +1,932%
FFA
608
Farther Finance Advisors
California
$228K +$87.1K +147 +62%
AGWCA
609
Annis Gardner Whiting Capital Advisors
Florida
$226K +$126K +214 +126%
HNB
610
Huntington National Bank
Ohio
$224K -$60.2K -102 -21%
AWM
611
Apollon Wealth Management
South Carolina
$224K +$8.26K +14 +4%
FWM
612
Focused Wealth Management
New York
$224K +$147K +250 +192%
EWA
613
EverSource Wealth Advisors
Alabama
$220K +$76.5K +154 +53%
APW
614
Acima Private Wealth
Virginia
$216K – – –
WA
615
Wealth Alliance
New York
$215K +$2.36K +4 +1%
FNC
616
First National Corp
Massachusetts
$214K +$214K +363 New
Koshinski Asset Management
617
Koshinski Asset Management
Illinois
$213K +$213K +381 New
OC
618
Oarsman Capital
Wisconsin
$212K – – –
MLL
619
Moody Lynn & Lieberson
Massachusetts
$207K +$207K +351 New
TC
620
TownSquare Capital
Utah
$204K +$204K +346 New
WMA
621
West Michigan Advisors
Michigan
$203K – – –
HWA
622
HHM Wealth Advisors
Tennessee
$202K +$47.2K +80 +30%
C
623
Certuity
Florida
$201K -$1.77K -3 -0.9%
WWM
624
Wolff Wiese Magana
California
$195K -$2.36K -4 -1%
CA
625
Clearstead Advisors
Ohio
$188K +$59K +100 +46%
23 24
25
26 27