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HubSpot
HUBS

Overview Fund Activity

790 hedge funds and large institutions have $32.9B invested in HubSpot in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+72
Holders Change %
+10.03%
% of All Funds
10.52%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
150
Increased
285
Reduced
254
Closed
66
Calls
$557M
Puts
$905M
Net Calls
-$349M
Net Calls Change
-$180M

Top Buyers

1
Invesco
Invesco
Georgia
$843M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.32B
3
Coatue Management
Coatue Management
New York
$260M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.87B
5
Citadel Advisors
Citadel Advisors
Florida
$232M

Top Sellers

1
PCM
Pentwater Capital Management
Florida
$3.48M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$124M
4
ACA
Abdiel Capital Advisors
New York
$206M
5
Millennium Management
Millennium Management
New York
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
701
Birchbrook
Maine
$20.9K -$3.48K -5 -14%
AIP
702
Ameritas Investment Partners
Nebraska
$20.9K – – –
MAM
703
Meeder Asset Management
Ohio
$20.9K +$20.9K +30 New
NFSG
704
Newbridge Financial Services Group
Florida
$20.9K +$20.9K +30 New
FFO
705
Fortitude Family Office
Arizona
$18.8K -$697 -1 -4%
PWMG
706
Private Wealth Management Group
New Jersey
$18.8K – – –
TVWM
707
Tower View Wealth Management
Wisconsin
$18.8K – – –
PTC
708
Private Trust Company
Ohio
$18.8K +$697 +1 +4%
CFB
709
Cullen/Frost Bankers
Texas
$18.1K -$9.06K -13 -33%
GKIM
710
GW&K Investment Management
Massachusetts
$18K – – –
AWM
711
Accredited Wealth Management
Kentucky
$17.4K +$17.4K +25 New
GFPC
712
Global Financial Private Client
Florida
$17.4K – – –
GPFA
713
Game Plan Financial Advisors
Ohio
$17.3K +$13.9K +20 +400%
WT
714
Whittier Trust
California
$15.3K +$15.3K +22 New
SA
715
SRH Advisors
Kansas
$14.6K – – –
MCM
716
MV Capital Management
Maryland
$13.9K +$697 +1 +5%
PC
717
Promus Capital
Illinois
$13.9K +$13.9K +20 New
Kayne Anderson Rudnick Investment Management
718
Kayne Anderson Rudnick Investment Management
California
$13.5K +$2.14K +3 +19%
RS
719
Rakuten Securities
Japan
$13.2K -$5.57K -8 -30%
ZB
720
Zions Bancorporation
Utah
$12.5K – – –
WT
721
Washington Trust
Rhode Island
$12.5K +$9.06K +13 +260%
CAWM
722
Capital A Wealth Management
Pennsylvania
$12.5K +$12.5K +18 New
CAL
723
Capital Advisors Ltd
Ohio
$12K – – –
EDRH
724
Edmond de Rothschild Holding
Switzerland
$11.8K -$68.3K -98 -85%
GBT
725
Grove Bank & Trust
Florida
$11.8K – – –
27 28
29
30 31