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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 %
BL
726
BFSG LLC
California
$11.1K – – –
CWP
727
Concord Wealth Partners
Virginia
$11.1K – – –
T
728
Transce3nd
Texas
$10.5K +$10.5K +15 New
BCMLT
729
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.76K -$3.48K -5 -26%
WA
730
Whipplewood Advisors
Colorado
$9.76K +$9.76K +14 New
CPG
731
Cornerstone Planning Group
New Jersey
$9.1K – – –
GIA
732
GHP Investment Advisors
Colorado
$9.06K – – –
WBC
733
West Branch Capital
Massachusetts
$9.06K – – –
HWM
734
Hemington Wealth Management
Virginia
$9K +$2.08K +3 +30%
TLA
735
Tanglewood Legacy Advisors
Texas
$8.36K – – –
CAL
736
Capital Analysts LLC
Pennsylvania
$8K -$727 -1 -8%
CTC
737
Central Trust Company
Missouri
$7.67K +$5.58K +8 +267%
S
738
Sachetta
Massachusetts
$7.67K – – –
SIS
739
Sound Income Strategies
Florida
$7.66K – – –
QL
740
Quarry LP
New York
$6.97K -$98.9K -142 -93%
TFA
741
Toth Financial Advisory
Virginia
$6.97K – – –
BCH
742
Berkshire Capital Holdings
California
$6.97K – – –
CA
743
CoreCap Advisors
Michigan
$6.97K +$6.27K +9 +900%
PA
744
Pineridge Advisors
Missouri
$6.97K +$6.97K +10 New
BCM
745
Berbice Capital Management
New York
$6.97K +$6.97K +10 New
AWM
746
Avior Wealth Management
Nebraska
$6.97K +$3.48K +5 +100%
SOW
747
State of Wyoming
Wyoming
$6.27K -$4.88K -7 -44%
CFD
748
Creative Financial Designs
Indiana
$6.27K -$697 -1 -10%
CA
749
Continuum Advisory
Idaho
$6.27K – – –
OAJ
750
Ogorek Anthony Joseph
New York
$6K – – –
28 29
30
31 32