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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 %
HFS
751
Hughes Financial Services
Virginia
$4.07K +$4.07K +7 New
AWM
752
Abound Wealth Management
Tennessee
$4K – – –
GSWM
753
Golden State Wealth Management
California
$4K +$1.14K +2 +40%
NC
754
NewSquare Capital
Pennsylvania
$4K +$4K +7 New
DF
755
Dunhill Financial
United Kingdom
$4K +$4K +7 New
RS
756
Rakuten Securities
Japan
$3.43K -$7.43K -13 -68%
SOW
757
State of Wyoming
Wyoming
$3.43K -$1.71K -3 -33%
MWM
758
Mascoma Wealth Management
New Hampshire
$3.43K – – –
SO
759
Sierra Ocean
California
$3.43K – – –
AW
760
Avion Wealth
Texas
$3K – – –
CFFP
761
Center for Financial Planning
Michigan
$2.86K – – –
SC
762
Stephens Consulting
Michigan
$2.86K – – –
BCM
763
Blume Capital Management
California
$2.29K – – –
PWMG
764
Prestige Wealth Management Group
New Jersey
$2.29K – – –
MHR
765
Matthew Hamilton Rosenberg
$2.29K – – –
FWM
766
FSA Wealth Management
Massachusetts
$2.29K – – –
CH
767
Cromwell Holdings
Wyoming
$2.29K +$2.29K +4 New
CTC
768
Central Trust Company
Missouri
$1.71K -$4.57K -8 -73%
W
769
WealthCollab
Washington
$1.71K – – –
WCM
770
WealthTrak Capital Management
Virginia
$1.71K +$571 +1 +50%
PWA
771
Physician Wealth Advisors
Utah
$1.71K +$1.71K +3 New
GCS
772
Gordian Capital (Singapore)
Singapore
$1.14K – – –
RIL
773
Rothschild Investment LLC
Illinois
$1.14K – – –
KFI
774
Key Financial Inc
Pennsylvania
$1.14K – – –
AA
775
Addison Advisors
Vermont
$1.14K – – –
29 30
31
32 33