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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
$373M
2
PCM
Pentwater Capital Management
Florida
$277M
3
KCM
Kodai Capital Management
Illinois
$256M
4
LCM
Laurion Capital Management
New York
$167M
5
First Trust Advisors
First Trust Advisors
Illinois
$219M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$335M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$543M
3
DCP
Durable Capital Partners
Maryland
$483M
4
Invesco
Invesco
Georgia
$368M
5
CCM
Cadian Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
751
Coston McIsaac & Partners
Maine
$5K -$2.5K -5 -33%
OAJ
752
Ogorek Anthony Joseph
New York
$5K – – –
MHR
753
Matthew Hamilton Rosenberg
$4.74K – – –
WIM
754
Westside Investment Management
California
$4.72K – – –
CJ
755
Caitlin John
Michigan
$4.72K – – –
BWL
756
Bogart Wealth LLC
Virginia
$4.72K – – –
AWM
757
Abound Wealth Management
Tennessee
$4.13K -$590 -1 -13%
JWA
758
JFS Wealth Advisors
Pennsylvania
$4.13K – – –
NS
759
NBC Securities
Alabama
$4K -$104K -207 -96%
PPC
760
Park Place Capital
Alabama
$3.54K – – –
OLVIG
761
Oliver Lagore Vanvalin Investment Group
Michigan
$3.54K +$3.54K +6 New
SC
762
Stephens Consulting
Michigan
$2.95K – – –
CFFP
763
Center for Financial Planning
Michigan
$2.95K – – –
WT
764
Washington Trust
Rhode Island
$2.95K +$2.95K +5 New
AWM
765
Avior Wealth Management
Nebraska
$2.95K -$130K -220 -98%
GPFA
766
Game Plan Financial Advisors
Ohio
$2.95K +$2.95K +5 New
HCP
767
Hexagon Capital Partners
Arkansas
$2.36K -$2.36K -4 -50%
BCM
768
Blume Capital Management
California
$2.36K – – –
MIM
769
Macroview Investment Management
Maryland
$2.36K – – –
GWM
770
Geneos Wealth Management
Colorado
$2.36K -$26.5K -45 -92%
AF
771
Advisornet Financial
Minnesota
$2.36K -$22.4K -38 -90%
BFEC
772
Benjamin F. Edwards & Company
Missouri
$2K -$337K -505 -99%
AW
773
Avion Wealth
Texas
$2K +$800 +2 +67%
MA
774
Montag & Associates
Georgia
$1.82K – – –
W
775
WealthCollab
Washington
$1.77K – – –
29 30
31
32 33