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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
PWP
876
Private Wealth Partners
California
-$209K -300 Closed
GL
877
Graypoint LLC
New York
-$208K -298 Closed
IFWM
878
Institute for Wealth Management
Colorado
-$205K -294 Closed
TFS
879
Thoroughbred Financial Services
Tennessee
-$203K -292 Closed
MA
880
Mutual Advisors
Nebraska
-$206K -287 Closed
RS
881
R Squared
Hong Kong
-$174K -250 Closed
OC
882
Oarsman Capital
Wisconsin
-$148K -213 Closed
NEI
883
Northwest & Ethical Investments
Ontario, Canada
-$104K -150 Closed
CFGS
884
Concourse Financial Group Securities
Alabama
-$104K -143 Closed
T
885
TOBAM
France
-$55K -79 Closed
FF
886
Friedenthal Financial
New Jersey
-$50.2K -72 Closed
CAS
887
Coppell Advisory Solutions
Texas
-$32.2K -46 Closed
EC
888
Elequin Capital
New York
-$27.2K -39 Closed
AWM
889
Accredited Wealth Management
Kentucky
-$17.4K -25 Closed
WBC
890
West Branch Capital
Massachusetts
-$9.06K -13 Closed
AWM
891
Avior Wealth Management
Nebraska
-$6.97K -10 Closed
PA
892
Pineridge Advisors
Missouri
-$6.97K -10 Closed
CA
893
Continuum Advisory
Idaho
-$6.27K -9 Closed
CJ
894
Caitlin John
Michigan
-$5.57K -8 Closed
PPC
895
Park Place Capital
Alabama
-$4.18K -6 Closed
Allspring Global Investments
896
Allspring Global Investments
North Carolina
-$1.12K -2 Closed
SIC
897
SJS Investment Consulting
Ohio
-$1.39K -2 Closed
CIA
898
Cape Investment Advisory
Georgia
-$697 -1 Closed
DPW
899
DiNuzzo Private Wealth
Pennsylvania
-$697 -1 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.