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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
SC
626
Savant Capital
Illinois
$201K -$1.62M -2,308 -87%
AFG
627
Atomi Financial Group
New York
$201K +$247K +352 New
HWA
628
HHM Wealth Advisors
Tennessee
$197K
CA
629
Clearstead Advisors
Ohio
$193K +$42.8K +61 +22%
FFA
630
Farther Finance Advisors
California
$186K +$44.9K +64 +25%
Bessemer Group
631
Bessemer Group
New Jersey
$181K +$9.12K +13 +4%
GI
632
GAMMA Investing
California
$178K +$63.8K +91 +41%
TFM
633
TFC Financial Management
Massachusetts
$168K
PWA
634
Provenance Wealth Advisors
Florida
$166K +$10.5K +15 +5%
MG
635
Mather Group
Illinois
$165K +$21.7K +31 +12%
QL
636
Quarry LP
New York
$163K +$193K +275 +2,750%
SS
637
SBI Securities
Japan
$159K +$9.82K +14 +5%
Lazard Asset Management
638
Lazard Asset Management
New York
$155K +$70.1K +100 +58%
QC
639
Quent Capital
New York
$150K +$2.1K +3 +1%
MAM
640
Morse Asset Management
Connecticut
$145K +$177K +253 New
PSFG
641
Park Square Financial Group
Georgia
$143K -$45.6K -65 -21%
LC
642
Lindbrook Capital
California
$137K +$66.6K +95 +66%
Loomis, Sayles & Company
643
Loomis, Sayles & Company
Massachusetts
$128K +$75.1K +107 +91%
CI Investments Inc
644
CI Investments Inc
Ontario, Canada
$123K -$23.9K -34 -14%
CFG
645
CKW Financial Group
Hawaii
$118K
AIM
646
Acropolis Investment Management
Missouri
$114K +$701 +1 +0.5%
VEA
647
Virtus ETF Advisers
New York
$114K +$140K +200 New
SIC
648
Salem Investment Counselors
North Carolina
$110K +$2.1K +3 +2%
APW
649
Aventura Private Wealth
Florida
$109K
RAM
650
Ramirez Asset Management
New York
$109K

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.