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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 %
BRWA
826
B. Riley Wealth Advisors
Florida
– -$329K -622 Closed
PWM
827
Perigon Wealth Management
California
– -$301K -566 Closed
CCG
828
Capital CS Group
California
– -$293K -552 Closed
I
829
InceptionR
California
– -$286K -538 Closed
OR
830
Olympiad Research
Connecticut
– -$233K -439 Closed
Jacobs Levy Equity Management
831
Jacobs Levy Equity Management
New Jersey
– -$215K -404 Closed
AIM
832
Aigen Investment Management
New York
– -$211K -396 Closed
AA
833
Alta Advisers
United Kingdom
– -$106K -200 Closed
HPC
834
HM Payson & Co
Maine
– -$36.1K -68 Closed
PP
835
PFS Partners
New Jersey
– -$32.4K -61 Closed
GAAM
836
Guinness Atkinson Asset Management
California
– -$29.2K -55 Closed
GAG
837
Goodman Advisory Group
Massachusetts
– -$26K -49 Closed
CTA
838
Colonial Trust Advisors
South Carolina
– -$21.8K -41 Closed
WTA
839
Washington Trust Advisors
Massachusetts
– -$21.8K -41 Closed
JIP
840
Jaffetilchin Investment Partners
Florida
– -$8.51K -16 Closed
JPWM
841
Jamison Private Wealth Management
Georgia
– -$6.91K -13 Closed
GEA
842
Glen Eagle Advisors
New Jersey
– -$5.85K -11 Closed
ATS
843
Ashton Thomas Securities
New York
– -$5.85K -11 Closed
APC
844
Aspire Private Capital
North Carolina
– -$5.32K -10 Closed
RWA
845
Redmont Wealth Advisors
Illinois
– -$5.32K -10 Closed
AT
846
Arlington Trust
Alabama
– -$5.32K -10 Closed
DIP
847
DT Investment Partners
Pennsylvania
– -$4.25K -8 Closed
NS
848
NBC Securities
Alabama
– -$4K -8 Closed
MIM
849
Macroview Investment Management
Maryland
– -$2.13K -4 Closed
AWM
850
Activest Wealth Management
Florida
– -$1.7K -3 Closed
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