We are live on ! Find out more
HUBS icon

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
MHR
776
Matthew Hamilton Rosenberg
$2.29K
CH
777
Cromwell Holdings
Wyoming
$2.29K +$2.81K +4 New
CTC
778
Central Trust Company
Missouri
$1.71K -$5.61K -8 -73%
W
779
WealthCollab
Washington
$1.71K
WCM
780
WealthTrak Capital Management
Virginia
$1.71K +$701 +1 +50%
PWA
781
Physician Wealth Advisors
Utah
$1.71K +$2.1K +3 New
AA
782
Addison Advisors
Vermont
$1.14K
GCS
783
Gordian Capital (Singapore)
Singapore
$1.14K
KFI
784
Key Financial Inc
Pennsylvania
$1.14K
RIL
785
Rothschild Investment LLC
Illinois
$1.14K
HWP
786
Highline Wealth Partners
California
$1.14K +$701 +1 +100%
ACA
787
American Capital Advisory
Idaho
$1.14K +$1.4K +2 New
FNWA
788
Financial Network Wealth Advisors
Utah
$1.14K +$1.4K +2 New
FCAS
789
First Command Advisory Services
Texas
$1.14K +$1.4K +2 New
WAG
790
Wiser Advisor Group
Arizona
$1.14K +$1.4K +2 New
CI
791
CX Institutional
Indiana
$1K +$1.4K +2 New
AA
792
Ancora Advisors
Ohio
$863 -$142K -203 -99%
WW
793
Winnow Wealth
Texas
$702 +$701 +1 +100%
RAM
794
Riggs Asset Management
Pennsylvania
$572
WTFG
795
Wood Tarver Financial Group
Idaho
$572
CWP
796
Clark Wealth Partners
Illinois
$571
CIR
797
Clear Investment Research
Georgia
$571
MAS
798
MPWM Advisory Solutions
Georgia
$571
Pacer Advisors
799
Pacer Advisors
Pennsylvania
$571
PPA
800
Painted Porch Advisors
California
$571

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.