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HubSpot

804 hedge funds and large institutions have $27.4B invested in HubSpot in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $270M | Put options by funds: $162M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

21% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 96

1.35% more ownership

Funds ownership: 91.02%92.37% (+1.4%)

1% more funds holding

Funds holding: 796804 (+8)

17% less capital invested

Capital invested by funds: $33B → $27.4B (-$5.52B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
804
Holders Change
+8
Holders Change %
+1.01%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
116
Increased
351
Reduced
229
Closed
96
Calls
$270M
Puts
$162M
Net Calls
+$108M
Net Calls Change
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
BCH
751
Berkshire Capital Holdings
California
$5.71K
TFA
752
Toth Financial Advisory
Virginia
$5.71K
CFD
753
Creative Financial Designs
Indiana
$5.71K +$701 +1 +11%
BI
754
Binnacle Investments
Iowa
$5.71K +$7.01K +10 New
WT
755
Washington Trust
Rhode Island
$5.71K -$5.61K -8 -44%
JWA
756
JFS Wealth Advisors
Pennsylvania
$5.14K +$1.4K +2 +29%
ANBT
757
American National Bank & Trust
Texas
$5.14K +$6.31K +9 New
WIM
758
Westside Investment Management
California
$4.66K
AP
759
Aspect Partners
Virginia
$4.57K +$5.61K +8 New
PAM
760
Parvin Asset Management
South Dakota
$4.57K +$5.61K +8 New
HFS
761
Hughes Financial Services
Virginia
$4.07K +$4.91K +7 New
AWM
762
Abound Wealth Management
Tennessee
$4K
GSWM
763
Golden State Wealth Management
California
$4K +$1.4K +2 +40%
DF
764
Dunhill Financial
United Kingdom
$4K +$4.91K +7 New
NC
765
NewSquare Capital
Pennsylvania
$4K +$4.91K +7 New
RS
766
Rakuten Securities
Japan
$3.43K -$9.12K -13 -68%
SOW
767
State of Wyoming
Wyoming
$3.43K -$2.1K -3 -33%
MWM
768
Mascoma Wealth Management
New Hampshire
$3.43K
SO
769
Sierra Ocean
California
$3.43K
AW
770
Avion Wealth
Texas
$3K
CFFP
771
Center for Financial Planning
Michigan
$2.86K
SC
772
Stephens Consulting
Michigan
$2.86K
BCM
773
Blume Capital Management
California
$2.29K
PWMG
774
Prestige Wealth Management Group
New Jersey
$2.29K
FWM
775
FSA Wealth Management
Massachusetts
$2.29K

HUBS Hedge Fund Activity: Q1 2025 in Review

804 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2025, worth a combined $27.4B — down 17% from $33B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new HUBS positions and 96 closed out — a net gain of 20 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Fidelity Investments, cutting an estimated $268M.

  • 804 institutional investors held HubSpot (HUBS) as of Q1 2025, up from 796 in Q4 2024.
  • Funds reported $27.4B of HubSpot stock for Q1 2025, down 17% quarter-over-quarter.
  • 116 funds opened new HubSpot positions in Q1 2025 and 96 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q1 2025 was T. Rowe Price Associates, an estimated $502M added.
  • The largest HubSpot seller in Q1 2025 was Fidelity Investments, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.