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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 %
TH
651
TCTC Holdings
Texas
$13.8K +$13.8K +22 New
SA
652
SRH Advisors
Kansas
$13.2K
FIM
653
Fernwood Investment Management
Massachusetts
$12.5K +$12.5K +20 New
VWM
654
Venturi Wealth Management
Texas
$11.9K -$26.3K -42 -69%
A
655
AlphaQuest
New York
$11.9K +$11.9K +19 New
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$10.7K +$1.26K +2 +13%
GBT
657
Grove Bank & Trust
Florida
$10.7K -$6.27K -10 -37%
PMFA
658
Plante Moran Financial Advisors
Michigan
$10.7K -$627 -1 -6%
CWP
659
Concord Wealth Partners
Virginia
$10K -$8.77K -14 -47%
FFO
660
Fortitude Family Office
Arizona
$10K
BL
661
BFSG LLC
California
$10K +$10K +16 New
CAL
662
Capital Advisors Ltd
Ohio
$10K
CA
663
Continuum Advisory
Idaho
$9.98K +$9.98K +17 New
FCA
664
FinTrust Capital Advisors
South Carolina
$9.4K
CHA
665
Carmichael Hill & Associates
Maryland
$9.4K
CMP
666
Coston McIsaac & Partners
Maine
$9K
AT
667
Arlington Trust
Alabama
$8.77K
AAP
668
Arax Advisory Partners
Colorado
$8.15K
JPWM
669
Jamison Private Wealth Management
Georgia
$8.15K
WBC
670
West Branch Capital
Massachusetts
$8.15K
FCG
671
Financial Connections Group
California
$8K +$8K +12 New
TLA
672
Tanglewood Legacy Advisors
Texas
$7.52K +$7.52K +12 New
FRA
673
Front Row Advisors
California
$7.52K +$7.52K +12 New
CA
674
Crewe Advisors
Utah
$7.52K +$7.52K +12 New
CPG
675
Cornerstone Planning Group
New Jersey
$7.2K -$12K -20 -63%