HUBS icon

HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
726
Kayne Anderson Rudnick Investment Management
California
$10.1K – – –
GBT
727
Grove Bank & Trust
Florida
$10K – – –
BL
728
BFSG LLC
California
$9.44K – – –
CWP
729
Concord Wealth Partners
Virginia
$9.44K – – –
LFG
730
Larson Financial Group
Missouri
$9.44K +$9.44K +16 New
PMFA
731
Plante Moran Financial Advisors
Michigan
$8.85K -$1.18K -2 -12%
CHA
732
Carmichael Hill & Associates
Maryland
$8.85K – – –
SOW
733
State of Wyoming
Wyoming
$8.85K +$2.95K +5 +50%
PCWA
734
Pacific Capital Wealth Advisors
California
$8.85K +$8.85K +15 New
RWMG
735
Redwood Wealth Management Group
New Jersey
$8.26K +$8.26K +14 New
JPWM
736
Jamison Private Wealth Management
Georgia
$7.67K – – –
WBC
737
West Branch Capital
Massachusetts
$7.67K – – –
GIA
738
GHP Investment Advisors
Colorado
$7.67K +$7.67K +13 New
FRA
739
Front Row Advisors
California
$7.08K – – –
TLA
740
Tanglewood Legacy Advisors
Texas
$7.08K – – –
SIS
741
Sound Income Strategies
Florida
$6.49K – – –
GEA
742
Glen Eagle Advisors
New Jersey
$6.49K +$6.49K +11 New
S
743
Sachetta
Massachusetts
$6.35K +$2.93K +6 +86%
BCH
744
Berkshire Capital Holdings
California
$5.9K – – –
APC
745
Aspire Private Capital
North Carolina
$5.9K – – –
CFD
746
Creative Financial Designs
Indiana
$5.9K – – –
TFA
747
Toth Financial Advisory
Virginia
$5.9K – – –
RWA
748
Redmont Wealth Advisors
Illinois
$5.9K – – –
A
749
Allianz
Germany
$5.9K – – –
CPG
750
Cornerstone Planning Group
New Jersey
$5.47K – – –
28 29
30
31 32