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HubSpot

584 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 180 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 180

0.32% more ownership

Funds ownership: 91.67%91.99% (+0.32%)

7% less funds holding

Funds holding: 628584 (-44)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

36% less capital invested

Capital invested by funds: $20.5B → $13.1B (-$7.44B)

Holders
584
Holders Change
-44
Holders Change %
-7.01%
% of All Funds
9.84%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
72
Increased
240
Reduced
180
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
651
BI Asset Management Fondsmaeglerselskab
Denmark
-$232K -489 Closed
MWM
652
Minot Wealth Management
Massachusetts
-$227K -478 Closed
OFS
653
OneAscent Financial Services
Alabama
-$227K -478 Closed
CI
654
Cigna Investments
Connecticut
-$226K -476 Closed
SS
655
Simplicity Solutions
Minnesota
-$225K -474 Closed
AI
656
Accredited Investors
Minnesota
-$222K -468 Closed
MC
657
Maverick Capital
Texas
-$215K -453 Closed
NC
658
NinePointTwo Capital
California
-$214K -452 Closed
WJWM
659
Williams Jones Wealth Management
New York
-$214K -450 Closed
EDRIA
660
Edmonds Duncan Registered Investment Advisors
Kansas
-$213K -448 Closed
PCA
661
Personal Capital Advisors
California
-$208K -438 Closed
CIBC World Market
662
CIBC World Market
Ontario, Canada
-$206K -434 Closed
KFS
663
Kaizen Financial Strategies
California
-$204K -430 Closed
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
-$160K -336 Closed
SFO
665
Standard Family Office
South Dakota
-$140K -295 Closed
SCA
666
Sandy Cove Advisors
Massachusetts
-$82K -172 Closed
LAS
667
Lloyd Advisory Services
Georgia
-$42K -89 Closed
ADL
668
Asset Dedication LLC
California
-$36K -75 Closed
RFWA
669
RPg Family Wealth Advisory
Massachusetts
-$29.9K -63 Closed
DZ Bank
670
DZ Bank
Germany
-$29.3K -58 Closed
BC
671
BIT Capital
Germany
-$16.6K -35 Closed
FAG
672
Fortitude Advisory Group
Washington
-$16K -34 Closed
CWC
673
Carolinas Wealth Consulting
North Carolina
-$16K -33 Closed
T
674
TCWP
Ohio
-$10K -23 Closed
CFGS
675
Concourse Financial Group Securities
Alabama
-$5.11K -14 Closed

HUBS Hedge Fund Activity: Q2 2022 in Review

584 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2022, worth a combined $13.1B — down 36% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HUBS and 72 opened new positions — a net loss of 32 holders — while 180 trimmed existing stakes and 240 added.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $212M sold.

  • 584 institutional investors held HubSpot (HUBS) as of Q2 2022, down from 628 in Q1 2022.
  • Funds reported $13.1B of HubSpot stock for Q2 2022, down 36% quarter-over-quarter.
  • 72 funds opened new HubSpot positions in Q2 2022 and 104 closed out, a net change of -32 holders.
  • The largest HubSpot buyer in Q2 2022 was Citadel Advisors, an estimated $101M added.
  • The largest HubSpot seller in Q2 2022 was Lone Pine Capital, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2022.