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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
$2.81B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$284M
3
Franklin Resources
Franklin Resources
California
$643M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$530M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3B

Top Sellers

1
Coatue Management
Coatue Management
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.14B
3
ACA
Abdiel Capital Advisors
New York
$0
4
SM
SCGE Management
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
726
BFSG LLC
California
$9.14K – – –
CWP
727
Concord Wealth Partners
Virginia
$9.14K – – –
GPFA
728
Game Plan Financial Advisors
Ohio
$8.57K -$5.71K -10 -40%
T
729
Transce3nd
Texas
$8.57K – – –
WA
730
Whipplewood Advisors
Colorado
$8K +$3.13K +9 +64%
GIA
731
GHP Investment Advisors
Colorado
$7.43K – – –
TLA
732
Tanglewood Legacy Advisors
Texas
$6.86K – – –
CA
733
CoreCap Advisors
Michigan
$6.86K +$1.14K +2 +20%
SIS
734
Sound Income Strategies
Florida
$6.28K – – –
CWM
735
Copia Wealth Management
Oregon
$6.28K +$6.28K +11 New
IWM
736
Inlight Wealth Management
Georgia
$6.28K +$6.28K +11 New
CAL
737
Capital Analysts LLC
Pennsylvania
$6K – – –
OAJ
738
Ogorek Anthony Joseph
New York
$6K +$1K +2 +20%
S
739
Sachetta
Massachusetts
$5.71K -$571 -1 -9%
BCH
740
Berkshire Capital Holdings
California
$5.71K – – –
BCM
741
Berbice Capital Management
New York
$5.71K – – –
TFA
742
Toth Financial Advisory
Virginia
$5.71K – – –
CFD
743
Creative Financial Designs
Indiana
$5.71K +$571 +1 +11%
BI
744
Binnacle Investments
Iowa
$5.71K +$5.71K +10 New
WT
745
Washington Trust
Rhode Island
$5.71K -$4.57K -8 -44%
JWA
746
JFS Wealth Advisors
Pennsylvania
$5.14K +$1.14K +2 +29%
ANBT
747
American National Bank & Trust
Texas
$5.14K +$5.14K +9 New
WIM
748
Westside Investment Management
California
$4.66K – – –
AP
749
Aspect Partners
Virginia
$4.57K +$4.57K +8 New
PAM
750
Parvin Asset Management
South Dakota
$4.57K +$4.57K +8 New
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