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HubSpot

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: 706732 (+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: 1413 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
726
Beaird Harris Wealth Management
Texas
$627
DAM
727
Delta Asset Management
Tennessee
$627
EL
728
EMFO LLC
Florida
$627
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$627
RG
730
Retirement Group
California
$627
WWP
731
WR Wealth Planners
Missouri
$627 +$601 +1 New
FGAM
732
Financial Gravity Asset Management
Texas
$349 +$601 +1 New
DWM
733
Dogwood Wealth Management
Kansas
$3
MG
734
Marex Group
-$23.2M -40,034 Closed
ECM
735
ExodusPoint Capital Management
New York
-$12.2M -21,052 Closed
WCA
736
Whetstone Capital Advisors
Kansas
-$8.96M -15,440 Closed
JFG
737
Jefferies Financial Group
New York
-$8.85M -15,236 Closed
SSA
738
Schonfeld Strategic Advisors
New York
-$5.94M -10,230 Closed
CW
739
Connectus Wealth
Ohio
-$5.77M -9,931 Closed
EAM
740
Erste Asset Management
Austria
-$4.21M -7,000 Closed
BAM
741
BOCHK Asset Management
Hong Kong
-$2.73M -4,700 Closed
GBWM
742
Granite Bay Wealth Management
New Hampshire
-$1.94M -4,032 Closed
BOSSRA
743
B.O.S.S. Retirement Advisors
Utah
-$2.13M -3,661 Closed
JF
744
Jump Financial
Illinois
-$1.34M -2,300 Closed
HS
745
HighVista Strategies
Massachusetts
-$1.28M -2,200 Closed
Capstone Investment Advisors
746
Capstone Investment Advisors
New York
-$1.01M -1,745 Closed
OPERF
747
Oregon Public Employees Retirement Fund
Oregon
-$988K -1,702 Closed
TCM
748
Twin Capital Management
Pennsylvania
-$857K -1,477 Closed
PP
749
PDT Partners
New York
-$697K -1,200 Closed
N
750
Numerai
California
-$650K -1,119 Closed

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.