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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
ML
376
McAdam LLC
Pennsylvania
$888K
HCMT
377
Highland Capital Management (Tennessee)
Tennessee
$884K -$32.1K -64 -4%
IMCOOI
378
Investment Management Corp of Ontario (IMCO)
Canada
$867K +$301K +600 +58%
IAA
379
Independent Advisor Alliance
North Carolina
$862K -$32.6K -65 -4%
QI
380
Qtron Investments
Massachusetts
$856K +$270K +537 +50%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$855K +$175K +349 +27%
FHB
382
First Hawaiian Bank
Hawaii
$851K +$286K +570 +55%
GPA
383
Guerra Pan Advisors
New Jersey
$842K
BC
384
Burney Company
Virginia
$839K -$4.24M -8,437 -84%
SPIA
385
Steward Partners Investment Advisory
New York
$830K +$262K +521 +50%
BPA
386
Beacon Pointe Advisors
California
$829K -$86.4K -172 -10%
TMAM
387
Tokio Marine Asset Management
Japan
$821K
GPGA
388
Grandeur Peak Global Advisors
Utah
$818K -$1.69M -3,373 -69%
AWS
389
Atria Wealth Solutions
New York
$808K -$19.1K -38 -2%
RI
390
Ridgewood Investments
New Jersey
$793K -$15.1K -30 -2%
PWS
391
Peterson Wealth Services
Utah
$790K +$117K +232 +18%
VA
392
Vident Advisory
Georgia
$790K +$11.6K +23 +2%
ZIM
393
Zacks Investment Management
Illinois
$781K +$25.6K +51 +4%
PL
394
Perpetual Ltd
Australia
$773K +$324K +645 +80%
KAS
395
Kestra Advisory Services
Texas
$768K -$104K -208 -13%
NW
396
NewEdge Wealth
Pennsylvania
$766K +$203K +404 +39%
KIA
397
Kraematon Investment Advisors
Massachusetts
$765K +$79.4K +158 +12%
SPA
398
Sherbrooke Park Advisers
New York
$759K -$130K -259 -15%
PAS
399
Park Avenue Securities
New York
$757K -$138K -274 -16%
DCM
400
DGS Capital Management
New Jersey
$756K -$4.02K -8 -0.6%

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.