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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 %
CFFP
701
Center for Financial Planning
Michigan
$3.13K
SC
702
Stephens Consulting
Michigan
$3.13K
BF
703
BOK Financial
Oklahoma
$2.55K -$8.92K -14 -78%
MIM
704
Macroview Investment Management
Maryland
$2.51K
BCM
705
Blume Capital Management
California
$2.51K
FWM
706
FSA Wealth Management
Massachusetts
$2.51K -$31.3K -50 -93%
TPCW
707
TD Private Client Wealth
New York
$2.51K +$2.51K +4 New
AW
708
Avion Wealth
Texas
$2K -$1.33K -2 -40%
CTC
709
Central Trust Company
Missouri
$1.88K
IGWM
710
ICA Group Wealth Management
Colorado
$1.88K
W
711
WealthCollab
Washington
$1.88K
MCM
712
MV Capital Management
Maryland
$1.88K +$1.88K +3 New
MA
713
Montag & Associates
Georgia
$1.72K +$575 +1 +50%
JWM
714
Janiczek Wealth Management
Colorado
$1.25K
KFI
715
Key Financial Inc
Pennsylvania
$1.25K
GI
716
Gradient Investments
Minnesota
$1.25K
ACM
717
Anfield Capital Management
California
$1.25K +$1.25K +2 New
SC
718
SouthState Corp
Florida
$1.25K +$1.25K +2 New
VF
719
VitalStone Financial
Texas
$1K
FPB
720
First PREMIER Bank
South Dakota
$1K +$1K +2 New
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$627
RG
722
Retirement Group
California
$627
EL
723
EMFO LLC
Florida
$627
BHWM
724
Beaird Harris Wealth Management
Texas
$627
DAM
725
Delta Asset Management
Tennessee
$627