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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
10.39%
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 %
CFD
676
Creative Financial Designs
Indiana
$5.32K – – –
AT
677
Arlington Trust
Alabama
$5.32K +$5.32K +10 New
OAJ
678
Ogorek Anthony Joseph
New York
$5K – – –
HWM
679
Hemington Wealth Management
Virginia
$5K +$5K +10 New
MHR
680
Matthew Hamilton Rosenberg
$4.25K – – –
BWL
681
Bogart Wealth LLC
Virginia
$4.25K – – –
DIP
682
DT Investment Partners
Pennsylvania
$4.25K +$4.25K +8 New
NS
683
NBC Securities
Alabama
$4K – – –
WIM
684
Westside Investment Management
California
$3.85K – – –
JWA
685
JFS Wealth Advisors
Pennsylvania
$3.72K – – –
AWM
686
Abound Wealth Management
Tennessee
$3.72K – – –
GSEP
687
Golden State Equity Partners
California
$3.72K -$282K -531 -99%
PPC
688
Park Place Capital
Alabama
$3.19K – – –
WT
689
Washington Trust
Rhode Island
$2.66K – – –
AWM
690
Avior Wealth Management
Nebraska
$2.66K – – –
GPFA
691
Game Plan Financial Advisors
Ohio
$2.66K – – –
CFFP
692
Center for Financial Planning
Michigan
$2.66K – – –
SC
693
Stephens Consulting
Michigan
$2.66K – – –
MIM
694
Macroview Investment Management
Maryland
$2.13K – – –
BCM
695
Blume Capital Management
California
$2.13K – – –
PWMG
696
Prestige Wealth Management Group
New Jersey
$2.13K +$2.13K +4 New
FWM
697
FSA Wealth Management
Massachusetts
$2.13K +$2.13K +4 New
AW
698
Avion Wealth
Texas
$2K – – –
CTC
699
Central Trust Company
Missouri
$1.73K – – –
AWM
700
Activest Wealth Management
Florida
$1.7K +$1.7K +3 New
26 27
28
29 30