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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27.1B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 350 increasing their positions, 222 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
10.77%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
115
Increased
350
Reduced
222
Closed
97
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$239M
3
Franklin Resources
Franklin Resources
California
+$190M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$144M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$260M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
3
ACA
Abdiel Capital Advisors
New York
-$206M
4
SM
SCGE Management
California
-$192M
5
Citadel Advisors
Citadel Advisors
Florida
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
626
Provenance Wealth Advisors
Florida
$166K +$8.57K +15 +5%
MG
627
Mather Group
Illinois
$165K +$17.7K +31 +12%
QL
628
Quarry LP
New York
$163K +$157K +275 +2,750%
SS
629
SBI Securities
Japan
$159K +$8K +14 +5%
Lazard Asset Management
630
Lazard Asset Management
New York
$155K +$57K +100 +58%
QC
631
Quent Capital
New York
$150K +$1.71K +3 +1%
MAM
632
Morse Asset Management
Connecticut
$145K +$145K +253 New
PSFG
633
Park Square Financial Group
Georgia
$143K -$37.1K -65 -21%
LC
634
Lindbrook Capital
California
$137K +$54.3K +95 +66%
Loomis, Sayles & Company
635
Loomis, Sayles & Company
Massachusetts
$128K +$61.1K +107 +91%
CI Investments Inc
636
CI Investments Inc
Ontario, Canada
$123K -$19.5K -34 -14%
CFG
637
CKW Financial Group
Hawaii
$118K – – –
AIM
638
Acropolis Investment Management
Missouri
$114K +$571 +1 +0.5%
SIC
639
Salem Investment Counselors
North Carolina
$110K +$1.71K +3 +2%
RAM
640
Ramirez Asset Management
New York
$109K – – –
AF
641
Advisornet Financial
Minnesota
$103K +$3.43K +6 +3%
AF
642
Allworth Financial
California
$98.6K +$9.01K +15 +10%
HIA
643
Harbor Investment Advisory
Maryland
$97.5K – – –
C
644
Covestor
United Kingdom
$97K -$14.3K -25 -13%
ATC
645
Adirondack Trust Company
New York
$91.4K – – –
PTC
646
Private Trust Company
Ohio
$89.7K +$74.3K +130 +481%
LI
647
LRI Investments
Florida
$89.7K – – –
BCWM
648
Bartlett & Co Wealth Management
Ohio
$87.4K +$62.3K +109 +248%
MCM
649
MAI Capital Management
Ohio
$87.3K +$1.71K +3 +2%
EB
650
Eastern Bank
Massachusetts
$85.7K – – –
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