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HubSpot
HUBS

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: 706 → 732 (+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: 14 → 13 (-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

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$363M
2
Franklin Resources
Franklin Resources
California
+$152M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$106M
4
JP Morgan Chase
JP Morgan Chase
New York
+$88.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$136M
2
ACA
Abdiel Capital Advisors
New York
-$126M
3
Squarepoint
Squarepoint
New York
-$92.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$87.1M
5
CCM
Cadian Capital Management
New York
-$81.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VL
701
Vima LLC
Michigan
$4.29K – – –
S
702
Sachetta
Massachusetts
$4.06K – – –
First Manhattan
703
First Manhattan
New York
$3.76K – – –
PPC
704
Park Place Capital
Alabama
$3.76K – – –
BCMLT
705
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.76K +$3.61K +6 New
CFFP
706
Center for Financial Planning
Michigan
$3.13K – – –
SC
707
Stephens Consulting
Michigan
$3.13K – – –
BF
708
BOK Financial
Oklahoma
$2.55K -$8.41K -14 -78%
BCM
709
Blume Capital Management
California
$2.51K – – –
MIM
710
Macroview Investment Management
Maryland
$2.51K – – –
FWM
711
FSA Wealth Management
Massachusetts
$2.51K -$30K -50 -93%
TPCW
712
TD Private Client Wealth
New York
$2.51K +$2.4K +4 New
AW
713
Avion Wealth
Texas
$2K -$1.2K -2 -40%
CTC
714
Central Trust Company
Missouri
$1.88K – – –
IGWM
715
ICA Group Wealth Management
Colorado
$1.88K – – –
W
716
WealthCollab
Washington
$1.88K – – –
MCM
717
MV Capital Management
Maryland
$1.88K +$1.8K +3 New
MA
718
Montag & Associates
Georgia
$1.72K +$601 +1 +50%
JWM
719
Janiczek Wealth Management
Colorado
$1.25K – – –
GI
720
Gradient Investments
Minnesota
$1.25K – – –
KFI
721
Key Financial Inc
Pennsylvania
$1.25K – – –
ACM
722
Anfield Capital Management
California
$1.25K +$1.2K +2 New
SC
723
SouthState Corp
Florida
$1.25K +$1.2K +2 New
VF
724
VitalStone Financial
Texas
$1K – – –
FPB
725
First PREMIER Bank
South Dakota
$1K +$1.2K +2 New
27 28
29
30 31

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.