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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
626
Global Retirement Partners
California
$32.6K +$6.61K +11 +27%
HPC
627
HM Payson & Co
Maine
$31.3K
OIAM
628
OFI Invest Asset Management
France
$31.3K +$601 +1 +2%
TFIPS
629
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K +$30K +50 New
GAG
630
Goodman Advisory Group
Massachusetts
$30.7K
GWM
631
Geneos Wealth Management
Colorado
$30.7K +$27K +45 +1,125%
SAM
632
Smartleaf Asset Management
Massachusetts
$29.3K +$1.2K +2 +4%
BIA
633
Bell Investment Advisors
California
$28.2K +$601 +1 +2%
ST
634
Smithfield Trust
Pennsylvania
$27K +$2.4K +4 +11%
RTC
635
Riverview Trust Company
Washington
$26.9K +$25.8K +43 New
AF
636
Advisornet Financial
Minnesota
$26.3K +$6.61K +11 +35%
CFB
637
Cullen/Frost Bankers
Texas
$26.3K +$25.2K +42 New
CTA
638
Colonial Trust Advisors
South Carolina
$25.7K +$24.6K +41 New
MA
639
MCF Advisors
Kentucky
$25.1K
CA
640
CoreCap Advisors
Michigan
$24.4K +$23.4K +39 New
PTC
641
Private Trust Company
Ohio
$23.2K +$6.01K +10 +37%
GCS
642
Gordian Capital (Singapore)
Singapore
$22.6K +$18K +30 +500%
B
643
Birchbrook
Maine
$21.9K
Credit Agricole
644
Credit Agricole
France
$21.4K +$19.8K +33 New
AIP
645
Ameritas Investment Partners
Nebraska
$18.8K
NFSG
646
Newbridge Financial Services Group
Florida
$18.8K
HFS
647
Hantz Financial Services
Michigan
$18K
CT
648
Colonial Trust
South Carolina
$17.2K
TVWM
649
Tower View Wealth Management
Wisconsin
$16.9K
RS
650
Rakuten Securities
Japan
$16.9K -$13.8K -23 -46%

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.