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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% 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
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
651
GW&K Investment Management
Massachusetts
$16K -$73.9K -123 -83%
EWM
652
Evermay Wealth Management
Virginia
$15.7K
MAM
653
Meeder Asset Management
Ohio
$15K -$2.38M -3,958 -99%
ZB
654
Zions Bancorporation
Utah
$14.4K -$1.2K -2 -8%
VCM
655
Versant Capital Management
Arizona
$14.4K
TH
656
TCTC Holdings
Texas
$13.8K +$13.2K +22 New
SA
657
SRH Advisors
Kansas
$13.2K
FIM
658
Fernwood Investment Management
Massachusetts
$12.5K +$12K +20 New
VWM
659
Venturi Wealth Management
Texas
$11.9K -$25.2K -42 -69%
A
660
AlphaQuest
New York
$11.9K +$11.4K +19 New
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$10.7K +$1.2K +2 +13%
GBT
662
Grove Bank & Trust
Florida
$10.7K -$6.01K -10 -37%
PMFA
663
Plante Moran Financial Advisors
Michigan
$10.7K -$601 -1 -6%
CWP
664
Concord Wealth Partners
Virginia
$10K -$8.41K -14 -47%
FFO
665
Fortitude Family Office
Arizona
$10K
BL
666
BFSG LLC
California
$10K +$9.62K +16 New
CAL
667
Capital Advisors Ltd
Ohio
$10K
CA
668
Continuum Advisory
Idaho
$9.98K +$10.2K +17 New
CHA
669
Carmichael Hill & Associates
Maryland
$9.4K
FCA
670
FinTrust Capital Advisors
South Carolina
$9.4K
CMP
671
Coston McIsaac & Partners
Maine
$9K
AT
672
Arlington Trust
Alabama
$8.77K
AAP
673
Arax Advisory Partners
Colorado
$8.15K
JPWM
674
Jamison Private Wealth Management
Georgia
$8.15K
WBC
675
West Branch Capital
Massachusetts
$8.15K

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.