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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
FCG
676
Financial Connections Group
California
$8K +$7.21K +12 New
CA
677
Crewe Advisors
Utah
$7.52K +$7.21K +12 New
FRA
678
Front Row Advisors
California
$7.52K +$7.21K +12 New
TLA
679
Tanglewood Legacy Advisors
Texas
$7.52K +$7.21K +12 New
CPG
680
Cornerstone Planning Group
New Jersey
$7.2K -$12K -20 -63%
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$6.89K +$4.21K +7 +175%
JSAM
682
J. Safra Asset Management
New York
$6.89K +$6.61K +11 New
SIS
683
Sound Income Strategies
Florida
$6.89K +$6.61K +11 New
BCH
684
Berkshire Capital Holdings
California
$6.27K -$11.2M -18,680 -100%
PWMG
685
Private Wealth Management Group
New Jersey
$6.27K -$601 -1 -9%
SOW
686
State of Wyoming
Wyoming
$6.27K -$601 -1 -9%
APC
687
Aspire Private Capital
North Carolina
$6.27K
CFD
688
Creative Financial Designs
Indiana
$6.27K
TFA
689
Toth Financial Advisory
Virginia
$6.27K
A
690
Allianz
Germany
$6.27K +$6.01K +10 New
RWA
691
Redmont Wealth Advisors
Illinois
$6.27K +$6.01K +10 New
OAJ
692
Ogorek Anthony Joseph
New York
$6K
MHR
693
Matthew Hamilton Rosenberg
$5.09K
WIM
694
Westside Investment Management
California
$5.09K
AWM
695
Abound Wealth Management
Tennessee
$5.01K -$601 -1 -11%
BWL
696
Bogart Wealth LLC
Virginia
$5.01K
CJ
697
Caitlin John
Michigan
$5.01K
HCP
698
Hexagon Capital Partners
Arkansas
$5.01K +$4.81K +8 New
JWA
699
JFS Wealth Advisors
Pennsylvania
$4.39K
FCAS
700
First Command Advisory Services
Texas
$4.39K +$4.21K +7 New

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.