HUBS icon

HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$527M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
AM
AGF Management
Ontario, Canada
$119M
4
Morgan Stanley
Morgan Stanley
New York
$261M
5
Franklin Resources
Franklin Resources
California
$504M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$157M
2
Capital World Investors
Capital World Investors
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.12B
4
Artisan Partners
Artisan Partners
Wisconsin
$643M
5
Citadel Advisors
Citadel Advisors
Florida
$798K
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
626
BOK Financial
Oklahoma
$9.05K -$185K -348 -95%
GBT
627
Grove Bank & Trust
Florida
$9.05K -$1.06K -2 -11%
SA
628
SRH Advisors
Kansas
$9K – – –
CAL
629
Capital Advisors Ltd
Ohio
$9K – – –
CHA
630
Carmichael Hill & Associates
Maryland
$7.98K – – –
CPG
631
Cornerstone Planning Group
New Jersey
$7.98K +$7.98K +15 New
AAP
632
Arax Advisory Partners
Colorado
$7.45K +$532 +1 +8%
AP
633
Arlington Partners
Alabama
$7.45K – – –
CMP
634
Coston McIsaac & Partners
Maine
$7K – – –
MIM
635
Macroview Investment Management
Maryland
$6.92K -$11.2K -21 -62%
VWM
636
Venturi Wealth Management
Texas
$6.92K -$1.06K -2 -13%
WBC
637
West Branch Capital
Massachusetts
$6.92K – – –
CAC
638
Core Alternative Capital
Georgia
$6.39K – – –
RDIA
639
RE Dickinson Investment Advisors
Iowa
$6K – – –
GWS
640
Glassman Wealth Services
Virginia
$5.85K +$1.06K +2 +22%
FA
641
Fiduciary Alliance
South Carolina
$5.85K +$5.85K +11 New
TFA
642
Toth Financial Advisory
Virginia
$5.32K -$665K -1,250 -99%
CFD
643
Creative Financial Designs
Indiana
$5.32K – – –
APC
644
Aspire Private Capital
North Carolina
$5.32K – – –
OAJ
645
Ogorek Anthony Joseph
New York
$5K – – –
BFEC
646
Benjamin F. Edwards & Company
Missouri
$5K +$2.5K +5 +100%
PO
647
Private Ocean
California
$4.26K – – –
BWL
648
Bogart Wealth LLC
Virginia
$4.26K – – –
MHR
649
Matthew Hamilton Rosenberg
$4.26K – – –
AWM
650
Abound Wealth Management
Tennessee
$4.26K +$532 +1 +14%
24 25
26
27 28