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HubSpot

724 hedge funds and large institutions have $24.5B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 275 increasing their positions, 257 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 257

0.19% less ownership

Funds ownership: 90.07%89.88% (-0.19%)

9% less funds holding

Funds holding: 799724 (-75)

9% less capital invested

Capital invested by funds: $27B → $24.5B (-$2.55B)

32% less call options, than puts

Call options by funds: $357M | Put options by funds: $526M

46% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 142

52% less funds holding in top 10

Funds holding in top 10: 2311 (-12)

Holders
724
Holders Change
-75
Holders Change %
-9.39%
% of All Funds
10.4%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
76
Increased
275
Reduced
257
Closed
142
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
276
Taconic Capital Advisors
New York
$2.23M -$12.6M -25,000 -86%
Wealthfront Advisers
277
Wealthfront Advisers
California
$2.23M -$1.36M -2,701 -39%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$2.21M +$226K +450 +12%
MNBTD
279
Moody National Bank Trust Division
Texas
$2.18M +$1.03M +2,044 +99%
OAM
280
Oppenheimer Asset Management
New York
$2.15M -$460K -916 -18%
GWM
281
GDS Wealth Management
Texas
$2.15M +$2.03M +4,043 New
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$2.14M -$342K -681 -14%
JFG
283
Jefferies Financial Group
New York
$2.13M +$1.56M +3,098 +340%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$2.13M
Nordea Investment Management
285
Nordea Investment Management
Sweden
$2.12M
NA
286
NewEdge Advisors
Louisiana
$2.08M +$286K +569 +17%
AC
287
Addison Capital
Pennsylvania
$2.07M -$502 -1 -0%
LBWM
288
Left Brain Wealth Management
Illinois
$2.07M -$13.6K -27 -0.7%
N
289
Natixis
France
$2.04M +$175K +349 +10%
AIMCA
290
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.02M +$201K +400 +12%
BCI
291
Brinker Capital Investments
Pennsylvania
$2.02M -$419K -835 -18%
OPS
292
Orion Portfolio Solutions
Nebraska
$2.02M -$419K -835 -18%
Credit Agricole
293
Credit Agricole
France
$1.99M +$34.7K +69 +2%
GIBU
294
Gulf International Bank (UK)
United Kingdom
$1.98M -$84.9K -169 -4%
Osaic Holdings
295
Osaic Holdings
Arizona
$1.94M -$558K -1,111 -23%
AWM
296
AE Wealth Management
Kansas
$1.93M -$319K -635 -15%
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$1.92M -$394K -785 -18%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$1.91M -$1.03M -2,043 -36%
VIM
299
Vinva Investment Management
Australia
$1.88M +$425K +846 +32%
CS
300
Candriam SCA
Luxembourg
$1.83M +$130K +259 +8%

HUBS Hedge Fund Activity: Q3 2024 in Review

724 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2024, worth a combined $24.5B — down 9.4% from $27B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of HUBS and 76 opened new positions — a net loss of 66 holders — while 257 trimmed existing stakes and 275 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.32B. The largest seller was Franklin Resources, cutting an estimated $250M.

  • 724 institutional investors held HubSpot (HUBS) as of Q3 2024, down from 799 in Q2 2024.
  • Funds reported $24.5B of HubSpot stock for Q3 2024, down 9.4% quarter-over-quarter.
  • 76 funds opened new HubSpot positions in Q3 2024 and 142 closed out, a net change of -66 holders.
  • The largest HubSpot buyer in Q3 2024 was T. Rowe Price Associates, an estimated $1.32B added.
  • The largest HubSpot seller in Q3 2024 was Franklin Resources, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2024.