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HubSpot

727 hedge funds and large institutions have $28.5B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 298 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+27
Holders Change %
+3.86%
% 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
97
Increased
298
Reduced
224
Closed
58
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
626
Geneos Wealth Management
Colorado
$30.7K +$28.2K +45 +1,125%
SAM
627
Smartleaf Asset Management
Massachusetts
$29.3K +$1.25K +2 +4%
BIA
628
Bell Investment Advisors
California
$28.2K +$627 +1 +2%
ST
629
Smithfield Trust
Pennsylvania
$27K +$2.57K +4 +11%
RTC
630
Riverview Trust Company
Washington
$26.9K +$26.9K +43 New
AF
631
Advisornet Financial
Minnesota
$26.3K +$6.89K +11 +35%
CFB
632
Cullen/Frost Bankers
Texas
$26.3K +$26.3K +42 New
CTA
633
Colonial Trust Advisors
South Carolina
$25.7K +$25.7K +41 New
MA
634
MCF Advisors
Kentucky
$25.1K
CA
635
CoreCap Advisors
Michigan
$24.4K +$24.4K +39 New
PTC
636
Private Trust Company
Ohio
$23.2K +$6.27K +10 +37%
GCS
637
Gordian Capital (Singapore)
Singapore
$22.6K +$18.8K +30 +500%
B
638
Birchbrook
Maine
$21.9K
Credit Agricole
639
Credit Agricole
France
$21.4K +$21.4K +33 New
NFSG
640
Newbridge Financial Services Group
Florida
$18.8K
AIP
641
Ameritas Investment Partners
Nebraska
$18.8K
HFS
642
Hantz Financial Services
Michigan
$18K
CT
643
Colonial Trust
South Carolina
$17.2K
TVWM
644
Tower View Wealth Management
Wisconsin
$16.9K
RS
645
Rakuten Securities
Japan
$16.9K -$14.4K -23 -46%
GKIM
646
GW&K Investment Management
Massachusetts
$16K -$75.7K -123 -83%
EWM
647
Evermay Wealth Management
Virginia
$15.7K
MAM
648
Meeder Asset Management
Ohio
$15K -$2.48M -3,958 -99%
ZB
649
Zions Bancorporation
Utah
$14.4K -$1.25K -2 -8%
VCM
650
Versant Capital Management
Arizona
$14.4K