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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
GC
351
Guggenheim Capital
Illinois
$1.54M -$115K -179 -7%
CWM
352
CIBC World Markets
New York
$1.54M -$394K -613 -22%
BPC
353
Bryce Point Capital
New York
$1.53M +$1.41M +2,194 New
MCM
354
Moore Capital Management
New York
$1.5M +$1.39M +2,158 New
PA
355
Profund Advisors
Maryland
$1.5M +$643 +1 +0%
AA
356
ALPS Advisors
Colorado
$1.5M -$334K -519 -19%
DC
357
Davenport & Co
Virginia
$1.49M -$165K -256 -11%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$1.49M +$160K +249 +13%
RL
359
Retireful LLC
Michigan
$1.47M +$1.36M +2,110 New
KA
360
Kintegral Advisory
New York
$1.47M -$63K -98 -4%
N
361
Natixis
France
$1.46M -$1.12M -1,739 -45%
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$1.45M +$298K +463 +29%
AWM
363
Avitas Wealth Management
California
$1.42M +$10.9K +17 +0.8%
CPIG
364
Chicago Partners Investment Group
Illinois
$1.42M -$407K -633 -24%
FHA
365
Flagship Harbor Advisors
Massachusetts
$1.4M -$2.57K -4 -0.2%
Lido Advisors
366
Lido Advisors
California
$1.38M +$560K +871 +79%
BOSSRA
367
B.O.S.S. Retirement Advisors
Utah
$1.36M +$1.26M +1,953 New
WI
368
WBI Investments
New Jersey
$1.36M +$1.25M +1,948 New
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$1.35M +$366K +570 +42%
HFM
370
Harvest Fund Management
China
$1.3M +$1.18M +1,835 +6,328%
EI
371
Ellevest Inc
New York
$1.29M -$389K -605 -25%
SCA
372
Snowden Capital Advisors
New York
$1.28M +$43.7K +68 +4%
GAM
373
Generali Asset Management
Italy
$1.27M +$1.18M +1,828 New
MOS
374
MGO One Seven
Ohio
$1.27M -$53.4K -83 -4%
PAS
375
Park Avenue Securities
New York
$1.26M +$249K +388 +27%

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.