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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 %
MPWT
676
MassMutual Private Wealth & Trust
Connecticut
$6.89K +$4.39K +7 +175%
JSAM
677
J. Safra Asset Management
New York
$6.89K +$6.89K +11 New
SIS
678
Sound Income Strategies
Florida
$6.89K +$6.89K +11 New
BCH
679
Berkshire Capital Holdings
California
$6.27K -$11.7M -18,680 -100%
SOW
680
State of Wyoming
Wyoming
$6.27K -$627 -1 -9%
PWMG
681
Private Wealth Management Group
New Jersey
$6.27K -$627 -1 -9%
APC
682
Aspire Private Capital
North Carolina
$6.27K
CFD
683
Creative Financial Designs
Indiana
$6.27K
TFA
684
Toth Financial Advisory
Virginia
$6.27K
A
685
Allianz
Germany
$6.27K +$6.27K +10 New
RWA
686
Redmont Wealth Advisors
Illinois
$6.27K +$6.27K +10 New
OAJ
687
Ogorek Anthony Joseph
New York
$6K
MHR
688
Matthew Hamilton Rosenberg
$5.1K
WIM
689
Westside Investment Management
California
$5.09K
AWM
690
Abound Wealth Management
Tennessee
$5.01K -$627 -1 -11%
CJ
691
Caitlin John
Michigan
$5.01K
BWL
692
Bogart Wealth LLC
Virginia
$5.01K
HCP
693
Hexagon Capital Partners
Arkansas
$5.01K +$5.01K +8 New
JWA
694
JFS Wealth Advisors
Pennsylvania
$4.39K
FCAS
695
First Command Advisory Services
Texas
$4.39K +$4.39K +7 New
VL
696
Vima LLC
Michigan
$4.29K
S
697
Sachetta
Massachusetts
$4.06K
PPC
698
Park Place Capital
Alabama
$3.76K
First Manhattan
699
First Manhattan
New York
$3.76K
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.76K +$3.76K +6 New