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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
GAM
851
Gotham Asset Management
New York
-$471K -676 Closed
SSWM
852
Sheets Smith Wealth Management
North Carolina
-$434K -623 Closed
Group One Trading
853
Group One Trading
Illinois
-$435K -620 Closed
QC
854
Quantessence Capital
New York
-$392K -562 Closed
SWP
855
Stratos Wealth Partners
Ohio
-$391K -561 Closed
CG
856
Caprock Group
Idaho
-$361K -518 Closed
Empower Advisory Group
857
Empower Advisory Group
Colorado
-$307K -441 Closed
LCM
858
Landscape Capital Management
New Jersey
-$290K -416 Closed
FWM
859
Focused Wealth Management
New York
-$252K -361 Closed
PCM
860
Prelude Capital Management
New York
-$251K -360 Closed
FNC
861
First National Corp
Massachusetts
-$240K -345 Closed
CFP
862
Catalyst Financial Partners
Massachusetts
-$233K -334 Closed
MLM
863
Mount Lucas Management
Pennsylvania
-$232K -333 Closed
HIP
864
HUB Investment Partners
Texas
-$229K -329 Closed
C
865
Certuity
Florida
-$227K -326 Closed
AC
866
Avestar Capital
New York
-$226K -325 Closed
WIA
867
World Investment Advisors
California
-$226K -324 Closed
ECM
868
Evergreen Capital Management
Washington
-$222K -318 Closed
DWP
869
Destiny Wealth Partners
Florida
-$220K -316 Closed
EFG
870
Everhart Financial Group
Ohio
-$217K -312 Closed
AT
871
American Trust
Kentucky
-$216K -310 Closed
CAG
872
Csenge Advisory Group
Florida
-$214K -307 Closed
MMA
873
Miracle Mile Advisors
California
-$214K -307 Closed
GF
874
Gries Financial
Ohio
-$210K -301 Closed
CFO
875
Callan Family Office
Pennsylvania
-$209K -300 Closed

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.