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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.39%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$745M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$241M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.01B
5
DCP
Durable Capital Partners
Maryland
$542M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$433M
2
Jennison Associates
Jennison Associates
New York
$46.1M
3
Millennium Management
Millennium Management
New York
$121M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
LCM
Laurion Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
826
IHT Wealth Management
Illinois
– -$250K -424 Closed
WSC
827
Wellington Shields & Co
New York
– -$249K -422 Closed
AC
828
Avestar Capital
New York
– -$239K -405 Closed
DADC
829
D.A. Davidson & Co
Montana
– -$238K -404 Closed
WTG
830
West Tower Group
Virginia
– -$236K -400 Closed
AGWCA
831
Annis Gardner Whiting Capital Advisors
Florida
– -$226K -384 Closed
AWM
832
Apollon Wealth Management
South Carolina
– -$224K -380 Closed
FNC
833
First National Corp
Massachusetts
– -$214K -363 Closed
WMA
834
West Michigan Advisors
Michigan
– -$203K -345 Closed
C
835
Certuity
Florida
– -$201K -342 Closed
MAM
836
Meeder Asset Management
Ohio
– -$98.5K -167 Closed
KFS
837
Kelly Financial Services
Massachusetts
– -$93.8K -159 Closed
GWP
838
Gen-Wealth Partners
Michigan
– -$74.9K -127 Closed
UB
839
UMB Bank
Missouri
– -$65.5K -111 Closed
VNA
840
Valley National Advisers
Pennsylvania
– -$56K -96 Closed
QT
841
Quantbot Technologies
New York
– -$36.6K -62 Closed
WT
842
Whittier Trust
California
– -$34.8K -59 Closed
SWS
843
SYSTM Wealth Solutions
Illinois
– -$26K -44 Closed
Twin Tree Management
844
Twin Tree Management
Texas
– -$18.9K -32 Closed
NFSG
845
Newbridge Financial Services Group
Florida
– -$17.7K -30 Closed
EWM
846
Evermay Wealth Management
Virginia
– -$14.7K -25 Closed
ATPW
847
Ashton Thomas Private Wealth
Arizona
– -$14.7K -25 Closed
FCG
848
Financial Connections Group
California
– -$13K -23 Closed
TH
849
TCTC Holdings
Texas
– -$13K -22 Closed
IWA
850
IBEX Wealth Advisors
New Jersey
– -$10.6K -18 Closed
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