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HubSpot

804 hedge funds and large institutions have $27.4B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $270M | Put options by funds: $162M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

21% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 96

1.35% more ownership

Funds ownership: 91.02%92.37% (+1.4%)

1% more funds holding

Funds holding: 796804 (+8)

17% less capital invested

Capital invested by funds: $33B → $27.4B (-$5.52B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
116
Increased
351
Reduced
229
Closed
96
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
SouthState Corp
Florida
$22.3K +$27.4K +39 New
ST
702
Smithfield Trust
Pennsylvania
$22K
HCP
703
Hexagon Capital Partners
Arkansas
$21.7K -$3.51K -5 -12%
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$20K -$7.01K -10 -22%
TRCT
705
Tower Research Capital (TRC)
New York
$19.4K -$666K -949 -97%
OP
706
ORG Partners
Indiana
$18.6K +$22.4K +32 New
SFGP
707
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$18.3K
FGAM
708
Financial Gravity Asset Management
Texas
$18.3K +$22.4K +32 New
CIAS
709
CBIZ Investment Advisory Services
Ohio
$17.7K -$18.2K -26 -46%
AIP
710
Ameritas Investment Partners
Nebraska
$17.1K
B
711
Birchbrook
Maine
$17.1K
NFSG
712
Newbridge Financial Services Group
Florida
$17.1K
CT
713
Colonial Trust
South Carolina
$16.7K -$19.6K -28 -49%
FFO
714
Fortitude Family Office
Arizona
$15.4K
PWMG
715
Private Wealth Management Group
New Jersey
$15.4K
TVWM
716
Tower View Wealth Management
Wisconsin
$15.4K
GFPC
717
Global Financial Private Client
Florida
$15.4K +$1.4K +2 +8%
BWL
718
Bogart Wealth LLC
Virginia
$14.3K +$11.9K +17 +213%
PWAM
719
Private Wealth Asset Management
Iowa
$14.3K +$17.5K +25 New
MCM
720
MV Capital Management
Maryland
$13.7K +$2.81K +4 +20%
BCMLT
721
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.7K +$7.01K +10 +71%
AFS
722
Anderson Financial Strategies
Ohio
$13.7K +$16.8K +24 New
AAP
723
Arax Advisory Partners
Colorado
$13.1K -$14.7K -21 -48%
GBT
724
Grove Bank & Trust
Florida
$13.1K +$4.21K +6 +35%
WT
725
Whittier Trust
California
$12.6K

HUBS Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2025, worth a combined $27.4B — down 17% from $33B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HUBS positions and 96 closed out — a net gain of 20 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $268M.

  • 804 institutional investors held HubSpot (HUBS) as of Q1 2025, up from 796 in Q4 2024.
  • Funds reported $27.4B of HubSpot stock for Q1 2025, down 17% quarter-over-quarter.
  • 116 funds opened new HubSpot positions in Q1 2025 and 96 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q1 2025 was T. Rowe Price Associates, an estimated $502M added.
  • The largest HubSpot seller in Q1 2025 was Fidelity Investments, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.