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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 %
BWL
751
Bogart Wealth LLC
Virginia
$5.57K – – –
CJ
752
Caitlin John
Michigan
$5.57K – – –
WIM
753
Westside Investment Management
California
$5.57K – – –
JWA
754
JFS Wealth Advisors
Pennsylvania
$4.88K – – –
AWM
755
Abound Wealth Management
Tennessee
$4.88K – – –
PPC
756
Park Place Capital
Alabama
$4.18K – – –
SO
757
Sierra Ocean
California
$4.18K +$4.18K +6 New
MWM
758
Mascoma Wealth Management
New Hampshire
$4.18K +$4.18K +6 New
SC
759
Stephens Consulting
Michigan
$3.48K – – –
CFFP
760
Center for Financial Planning
Michigan
$3.48K – – –
GSWM
761
Golden State Wealth Management
California
$3.48K +$3.48K +5 New
AW
762
Avion Wealth
Texas
$3K – – –
BCM
763
Blume Capital Management
California
$2.79K – – –
PWMG
764
Prestige Wealth Management Group
New Jersey
$2.79K – – –
MHR
765
Matthew Hamilton Rosenberg
$2.79K -$2.79K -4 -50%
FWM
766
FSA Wealth Management
Massachusetts
$2.79K – – –
W
767
WealthCollab
Washington
$2.09K – – –
CSWM
768
Cassady Schiller Wealth Management
Ohio
$2.09K +$2.09K +3 New
PEAK6
769
PEAK6
Illinois
$1.44K +$1.44K +2 New
GCS
770
Gordian Capital (Singapore)
Singapore
$1.4K – – –
RIL
771
Rothschild Investment LLC
Illinois
$1.39K – – –
KFI
772
Key Financial Inc
Pennsylvania
$1.39K – – –
AA
773
Addison Advisors
Vermont
$1.39K – – –
TPCW
774
TD Private Client Wealth
New York
$1.39K +$1.39K +2 New
SIC
775
SJS Investment Consulting
Ohio
$1.39K +$1.39K +2 New
29 30
31
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