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HubSpot

804 hedge funds and large institutions have $27.4B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $270M | Put options by funds: $162M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

21% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 96

1.35% more ownership

Funds ownership: 91.02%92.37% (+1.4%)

1% more funds holding

Funds holding: 796804 (+8)

17% less capital invested

Capital invested by funds: $33B → $27.4B (-$5.52B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
116
Increased
351
Reduced
229
Closed
96
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Advisornet Financial
Minnesota
$103K +$4.21K +6 +3%
AF
652
Allworth Financial
California
$98.6K +$10.5K +15 +10%
HIA
653
Harbor Investment Advisory
Maryland
$97.5K
C
654
Covestor
United Kingdom
$97K -$17.5K -25 -13%
ATC
655
Adirondack Trust Company
New York
$91.4K
PTC
656
Private Trust Company
Ohio
$89.7K +$91.2K +130 +481%
LI
657
LRI Investments
Florida
$89.7K
BCWM
658
Bartlett & Co Wealth Management
Ohio
$87.4K +$76.5K +109 +248%
MCM
659
MAI Capital Management
Ohio
$87.3K +$2.1K +3 +2%
EB
660
Eastern Bank
Massachusetts
$85.7K
VIS
661
Vega Investment Solutions
France
$85.7K +$105K +150 New
PS
662
Principal Securities
Iowa
$80.8K
VCM
663
Versant Capital Management
Arizona
$79.4K +$39.3K +56 +67%
GM
664
GeoWealth Management
Illinois
$78.8K -$2.1K -3 -2%
TWD
665
True Wealth Design
Ohio
$73.1K +$701 +1 +0.8%
CFO
666
CVA Family Office
Colorado
$72K +$7.01K +10 +9%
TWC
667
TD Waterhouse Canada
Ontario, Canada
$70.4K -$25.3K -36 -23%
HBW
668
Hazlett, Burt & Watson
West Virginia
$70K
LSA
669
Leonteq Securities AG
Switzerland
$67.3K -$4.21K -6 -5%
CIAM
670
Caitong International Asset Management
Hong Kong
$61.7K -$47K -67 -38%
ADL
671
Asset Dedication LLC
California
$61.1K -$7.72K -11 -9%
LFG
672
Larson Financial Group
Missouri
$60K +$43.5K +62 +144%
WA
673
WPG Advisers
Maryland
$59.4K +$9.12K +13 +14%
MA
674
Montag & Associates
Georgia
$59.1K
MCM
675
Manchester Capital Management
Vermont
$58.8K

HUBS Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2025, worth a combined $27.4B — down 17% from $33B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HUBS positions and 96 closed out — a net gain of 20 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $268M.

  • 804 institutional investors held HubSpot (HUBS) as of Q1 2025, up from 796 in Q4 2024.
  • Funds reported $27.4B of HubSpot stock for Q1 2025, down 17% quarter-over-quarter.
  • 116 funds opened new HubSpot positions in Q1 2025 and 96 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q1 2025 was T. Rowe Price Associates, an estimated $502M added.
  • The largest HubSpot seller in Q1 2025 was Fidelity Investments, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.