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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
ITFISA
351
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.12M -$131K -260 -11%
FTDI
352
First Trust Direct Indexing
Massachusetts
$1.11M +$135K +268 +15%
TC
353
Tairen Capital
Hong Kong
$1.11M -$3.91M -7,777 -80%
DAS
354
Dynamic Advisor Solutions
Arizona
$1.11M -$7.53K -15 -0.7%
LOAMU
355
Lombard Odier Asset Management (USA)
New York
$1.1M +$455K +906 +77%
AWM
356
Avitas Wealth Management
California
$1.07M +$242K +481 +31%
FHA
357
Flagship Harbor Advisors
Massachusetts
$1.07M -$77.8K -155 -7%
EOJOAM
358
E. Ohman J:or Asset Management
Sweden
$1.06M
GAM
359
Groupama Asset Management
France
$1.06M
AWA
360
Alta Wealth Advisors
Massachusetts
$1.04M -$43.2K -86 -4%
SLAM
361
Swiss Life Asset Management
$1.02M -$57.8K -115 -6%
MOS
362
MGO One Seven
Ohio
$1.01M +$101K +201 +12%
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$1M +$46.7K +93 +5%
William Blair & Company
364
William Blair & Company
Illinois
$989K -$67.8K -135 -7%
JAM
365
Jupiter Asset Management
United Kingdom
$981K +$927K +1,846 New
SI
366
Stephens Inc
Arkansas
$957K -$14.6K -29 -2%
CL
367
Choreo LLC
Illinois
$947K +$444K +885 +97%
HVCM
368
Hel Ved Capital Management
Hong Kong
$944K +$891K +1,775 New
BIP
369
Bouvel Investment Partners
Pennsylvania
$941K -$12.1K -24 -1%
SCA
370
Snowden Capital Advisors
New York
$939K -$113K -225 -11%
GC
371
Gilbert & Cook
Iowa
$938K -$20.1K -40 -2%
AWM
372
Aviso Wealth Management
Washington
$936K +$184K +367 +26%
Parallax Volatility Advisers
373
Parallax Volatility Advisers
California
$926K +$875K +1,742 New
DZ Bank
374
DZ Bank
Germany
$901K +$25.1K +50 +3%
OAM
375
Ostrum Asset Management
France
$898K +$445K +887 +110%

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.