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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
651
Kayne Anderson Rudnick Investment Management
California
$8.53K -$533 -1 -6%
CWP
652
Concord Wealth Partners
Virginia
$8.51K – – –
BL
653
BFSG LLC
California
$8.51K – – –
LFG
654
Larson Financial Group
Missouri
$8.51K – – –
SOW
655
State of Wyoming
Wyoming
$8.51K +$532 +1 +7%
JIP
656
Jaffetilchin Investment Partners
Florida
$8.51K +$8.51K +16 New
CHA
657
Carmichael Hill & Associates
Maryland
$7.97K – – –
ACM
658
Aster Capital Management
United Arab Emirates
$7.97K +$7.97K +15 New
WBC
659
West Branch Capital
Massachusetts
$6.91K – – –
JPWM
660
Jamison Private Wealth Management
Georgia
$6.91K – – –
GIA
661
GHP Investment Advisors
Colorado
$6.91K – – –
CPG
662
Cornerstone Planning Group
New Jersey
$6.76K – – –
TLA
663
Tanglewood Legacy Advisors
Texas
$6.38K – – –
CA
664
Continuum Advisory
Idaho
$6.27K -$7.66K -11 -55%
CAL
665
Capital Analysts LLC
Pennsylvania
$6K +$5.5K +11 +1,100%
VWM
666
Venturi Wealth Management
Texas
$5.85K -$4.79K -9 -45%
S
667
Sachetta
Massachusetts
$5.85K -$1.06K -2 -15%
SIS
668
Sound Income Strategies
Florida
$5.85K – – –
GEA
669
Glen Eagle Advisors
New Jersey
$5.85K – – –
ATS
670
Ashton Thomas Securities
New York
$5.85K +$5.85K +11 New
CJ
671
Caitlin John
Michigan
$5.6K – – –
TFA
672
Toth Financial Advisory
Virginia
$5.32K – – –
APC
673
Aspire Private Capital
North Carolina
$5.32K – – –
RWA
674
Redmont Wealth Advisors
Illinois
$5.32K – – –
BCH
675
Berkshire Capital Holdings
California
$5.32K – – –
25 26
27
28 29