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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27.1B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 350 increasing their positions, 222 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
10.77%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
115
Increased
350
Reduced
222
Closed
97
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$239M
3
Franklin Resources
Franklin Resources
California
+$190M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$144M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$260M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
3
ACA
Abdiel Capital Advisors
New York
-$206M
4
SM
SCGE Management
California
-$192M
5
Citadel Advisors
Citadel Advisors
Florida
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
701
Ameritas Investment Partners
Nebraska
$17.1K – – –
NFSG
702
Newbridge Financial Services Group
Florida
$17.1K – – –
CT
703
Colonial Trust
South Carolina
$16.7K -$16.2K -28 -49%
PWMG
704
Private Wealth Management Group
New Jersey
$15.4K – – –
TVWM
705
Tower View Wealth Management
Wisconsin
$15.4K – – –
FFO
706
Fortitude Family Office
Arizona
$15.4K – – –
GFPC
707
Global Financial Private Client
Florida
$15.4K +$1.14K +2 +8%
BWL
708
Bogart Wealth LLC
Virginia
$14.3K +$9.71K +17 +213%
PWAM
709
Private Wealth Asset Management
Iowa
$14.3K +$14.3K +25 New
MCM
710
MV Capital Management
Maryland
$13.7K +$2.29K +4 +20%
BCMLT
711
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.7K +$5.71K +10 +71%
AFS
712
Anderson Financial Strategies
Ohio
$13.7K +$13.7K +24 New
AAP
713
Arax Advisory Partners
Colorado
$13.1K -$12K -21 -48%
GBT
714
Grove Bank & Trust
Florida
$13.1K +$3.43K +6 +35%
WT
715
Whittier Trust
California
$12.6K – – –
GXJ
716
Global X Japan
Japan
$12.6K +$12.6K +22 New
SA
717
SRH Advisors
Kansas
$12K – – –
PC
718
Promus Capital
Illinois
$11.4K – – –
SCB
719
Saudi Central Bank
Saudi Arabia
$10.9K +$10.9K +19 New
CAWM
720
Capital A Wealth Management
Pennsylvania
$10.3K – – –
ZBNA
721
Zions Bancorporation, National Association
Utah
$10.3K +$10.3K +18 New
CAL
722
Capital Advisors Ltd
Ohio
$10K – – –
HWM
723
Hemington Wealth Management
Virginia
$10K +$2.78K +5 +38%
CPG
724
Cornerstone Planning Group
New Jersey
$9.62K +$2.83K +5 +42%
Kayne Anderson Rudnick Investment Management
725
Kayne Anderson Rudnick Investment Management
California
$9.17K -$1.72K -3 -16%
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