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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 %
VT
601
Vise Technologies
New York
$219K +$219K +314 New
EFG
602
Everhart Financial Group
Ohio
$217K +$217K +312 New
CGH
603
Crossmark Global Holdings
Texas
$217K -$90.7K -130 -29%
PPP
604
Private Portfolio Partners
New Jersey
$217K +$217K +311 New
AT
605
American Trust
Kentucky
$216K +$216K +310 New
MMA
606
Miracle Mile Advisors
California
$214K +$214K +307 New
CAG
607
Csenge Advisory Group
Florida
$214K +$214K +307 New
Bessemer Group
608
Bessemer Group
New Jersey
$211K +$6.96K +10 +3%
Jones Financial Companies
609
Jones Financial Companies
Missouri
$210K +$61.3K +88 +41%
GF
610
Gries Financial
Ohio
$210K +$210K +301 New
PWP
611
Private Wealth Partners
California
$209K +$209K +300 New
CFO
612
Callan Family Office
Pennsylvania
$209K +$209K +300 New
GL
613
Graypoint LLC
New York
$208K +$208K +298 New
EWA
614
EverSource Wealth Advisors
Alabama
$207K -$65.4K -94 -24%
KIM
615
Kestra Investment Management
Texas
$206K -$95.5K -137 -32%
TW
616
TrinityPoint Wealth
Connecticut
$206K +$206K +296 New
MA
617
Mutual Advisors
Nebraska
$206K +$206K +287 New
TFM
618
TFC Financial Management
Massachusetts
$205K
IFWM
619
Institute for Wealth Management
Colorado
$205K +$205K +294 New
TFS
620
Thoroughbred Financial Services
Tennessee
$203K +$203K +292 New
CA
621
Clearstead Advisors
Ohio
$192K -$697 -1 -0.4%
PWA
622
Provenance Wealth Advisors
Florida
$192K
SAM
623
Smartleaf Asset Management
Massachusetts
$189K +$65.1K +93 +53%
IGAM
624
iA Global Asset Management
Quebec, Canada
$188K -$104K -149 -36%
SS
625
SBI Securities
Japan
$185K +$185K +265 New