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
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$2.04M +$194K +301 +11%
Mackenzie Financial
327
Mackenzie Financial
Ontario, Canada
$1.97M +$248K +386 +16%
KJHP
328
K.J. Harrison & Partners
Ontario, Canada
$1.95M -$1.29M -2,000 -42%
LCM
329
Legato Capital Management
California
$1.95M +$1.8M +2,800 New
QIM
330
Quest Investment Management
Oregon
$1.9M +$1.75M +2,720 New
SC
331
Savant Capital
Illinois
$1.85M +$19.3K +30 +1%
WCM Investment Management
332
WCM Investment Management
California
$1.85M +$1.29K +2 +0.1%
BF
333
BOK Financial
Oklahoma
$1.85M -$559K -869 -25%
Osaic Holdings
334
Osaic Holdings
Arizona
$1.85M -$192K -298 -8%
US Bancorp
335
US Bancorp
Minnesota
$1.83M +$134K +209 +9%
BAMF
336
BI Asset Management Fondsmaeglerselskab
Denmark
$1.82M -$1.19M -1,848 -41%
MSRPS
337
Maryland State Retirement & Pension System
Maryland
$1.82M -$108K -168 -6%
BMSSC
338
B. Metzler seel. Sohn & Co
Germany
$1.81M -$395K -615 -19%
SWM
339
Spire Wealth Management
Virginia
$1.81M +$956K +1,487 +134%
Corient Private Wealth
340
Corient Private Wealth
Florida
$1.8M -$30.9K -48 -2%
LTAS
341
Linden Thomas Advisory Services
North Carolina
$1.79M +$116K +180 +8%
DZ Bank
342
DZ Bank
Germany
$1.77M +$543K +845 +50%
BBA
343
Baader Bank Aktiengesellschaft
Germany
$1.74M
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$1.73M +$217K +338 +16%
ITFISA
345
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.69M +$190K +296 +14%
BCM
346
Brown Capital Management
Maryland
$1.63M -$1.31M -2,030 -46%
P8IP
347
Pier 88 Investment Partners
California
$1.62M +$1.02M +1,590 +218%
CCM
348
Connective Capital Management
California
$1.59M +$1.47M +2,288 New
EOJOAM
349
E. Ohman J:or Asset Management
Sweden
$1.57M +$167K +260 +13%
PP
350
Paloma Partners
Connecticut
$1.56M -$3.06M -4,766 -68%

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.