We are live on ! Find out more
HUBS icon

HubSpot

796 hedge funds and large institutions have $33B invested in HubSpot in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 288 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 67

35% more capital invested

Capital invested by funds: $24.5B → $33B (+$8.5B)

13% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 256

10% more funds holding

Funds holding: 724796 (+72)

1.14% more ownership

Funds ownership: 89.88%91.02% (+1.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

39% less call options, than puts

Call options by funds: $557M | Put options by funds: $905M

Holders
796
Holders Change
+72
Holders Change %
+9.94%
% of All Funds
10.48%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
151
Increased
288
Reduced
256
Closed
67
Calls
$557M
Puts
$905M
Net Calls
-$349M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
UBP
226
Union Bancaire Privee
Switzerland
$4.84M +$4.56M +7,091 New
QCM
227
Quantinno Capital Management
New York
$4.81M +$120K +187 +3%
AT
228
AMF Tjänstepension
Sweden
$4.73M
BAAM
229
Baker Avenue Asset Management
California
$4.51M +$240K +374 +6%
HNWAG
230
High Net Worth Advisory Group
Florida
$4.5M -$107K -167 -3%
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$4.45M +$99K +154 +2%
CWM
232
Cabot Wealth Management
Massachusetts
$4.43M +$2.01M +3,125 +97%
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$4.36M +$629K +978 +19%
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$4.33M +$2.49M +3,869 +165%
Cerity Partners
235
Cerity Partners
New York
$4.32M +$746K +1,160 +21%
LGF
236
LGT Group Foundation
Liechtenstein
$4.28M +$221K +344 +6%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$4.24M +$1.11M +1,719 +39%
SC
238
Slow Capital
California
$4.23M +$1.87M +2,910 +92%
NAM
239
Nissay Asset Management
Japan
$4.22M -$135K -210 -3%
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17M +$429K +667 +13%
Mariner
241
Mariner
Kansas
$4.16M +$160K +249 +4%
PF
242
Phoenix Financial
Israel
$4.14M +$3.82M +5,938 New
PHK
243
Point72 Hong Kong
Hong Kong
$4.1M +$293K +455 +8%
GWM
244
GDS Wealth Management
Texas
$4.07M +$1.16M +1,801 +45%
ASN
245
Advisory Services Network
Georgia
$4.03M -$40.5K -63 -1%
PMAM
246
Picton Mahoney Asset Management
Ontario, Canada
$3.99M +$3.69M +5,733 New
VPIM
247
Vanguard Personalized Indexing Management
California
$3.95M +$231K +359 +7%
KI
248
Keystone Investors
Singapore
$3.88M +$1.63M +2,539 +84%
IP
249
Intellectus Partners
California
$3.88M -$103K -160 -3%
NRD
250
Nebula Research & Development
New York
$3.86M +$3.56M +5,534 New

HUBS Hedge Fund Activity: Q4 2024 in Review

796 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2024, worth a combined $33B — up 35% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new HUBS positions and 67 closed out — a net gain of 84 holders — while 288 added to existing stakes and 256 trimmed.

The largest buyer was Invesco, adding an estimated $345M. The largest seller was Pentwater Capital Management, cutting an estimated $180M.

  • 796 institutional investors held HubSpot (HUBS) as of Q4 2024, up from 724 in Q3 2024.
  • Funds reported $33B of HubSpot stock for Q4 2024, up 35% quarter-over-quarter.
  • 151 funds opened new HubSpot positions in Q4 2024 and 67 closed out, a net change of +84 holders.
  • The largest HubSpot buyer in Q4 2024 was Invesco, an estimated $345M added.
  • The largest HubSpot seller in Q4 2024 was Pentwater Capital Management, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2024.