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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
BA
601
Bellwether Advisors
Nebraska
$224K -$16.8K -24 -6%
WPC
602
Wedmont Private Capital
Pennsylvania
$223K +$297K +423 New
WANY
603
Wealthspire Advisors (New York)
New York
$223K +$274K +390 New
SAG
604
SageView Advisory Group
California
$222K -$63.8K -91 -19%
FFA
605
Fi3 Financial Advisors
Indiana
$220K -$2.1K -3 -0.8%
ACA
606
Affinity Capital Advisors
California
$220K
WAM
607
Wakefield Asset Management
Colorado
$217K +$266K +379 New
II
608
Impact Investors
California
$216K -$6.31K -9 -2%
FAM
609
Flaharty Asset Management
Florida
$214K -$17.5K -25 -6%
EA
610
Everpar Advisors
Oklahoma
$211K -$9.12K -13 -3%
WWM
611
Wolff Wiese Magana
California
$211K -$7.01K -10 -3%
AWM
612
Ariadne Wealth Management
California
$210K -$6.31K -9 -3%
ICP
613
Interchange Capital Partners
Pennsylvania
$210K +$258K +368 New
APW
614
Acima Private Wealth
Virginia
$209K
PW
615
PUREfi Wealth
Massachusetts
$209K -$456K -650 -64%
IC
616
Iconiq Capital
California
$209K +$256K +365 New
LS
617
Livforsakringsbolaget Skandia
Sweden
$208K
EWA
618
EverSource Wealth Advisors
Alabama
$207K +$45.6K +65 +22%
HNB
619
Huntington National Bank
Ohio
$206K -$39.3K -56 -13%
OIA
620
OneDigital Investment Advisors
Kansas
$205K -$167K -238 -40%
GT
621
Greenleaf Trust
Michigan
$204K +$250K +357 New
SAM
622
Smartleaf Asset Management
Massachusetts
$203K +$55.4K +79 +29%
RCA
623
Resonant Capital Advisors
Wisconsin
$203K +$2.81K +4 +1%
WA
624
Waverly Advisors
Alabama
$202K +$13.3K +19 +6%
FAFN
625
First Affirmative Financial Network
Colorado
$202K -$26.7K -38 -10%

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.