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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
BIP
376
Bouvel Investment Partners
Pennsylvania
$1.26M +$23.1K +36 +2%
IAA
377
Independent Advisor Alliance
North Carolina
$1.25M +$110K +171 +11%
SI
378
Stephens Inc
Arkansas
$1.25M -$7.71K -12 -0.7%
OAM
379
Ostrum Asset Management
France
$1.24M +$61.1K +95 +6%
SSCM
380
Sovereign's Capital Management
Georgia
$1.22M +$1.13M +1,757 New
GC
381
Gilbert & Cook
Iowa
$1.22M -$5.79K -9 -0.5%
AWM
382
Aviso Wealth Management
Washington
$1.19M -$30.9K -48 -3%
MHC
383
May Hill Capital
Massachusetts
$1.19M +$1.09M +1,702 New
SFI
384
Susquehanna Fundamental Investments
Pennsylvania
$1.18M +$1.09M +1,700 New
ML
385
McAdam LLC
Pennsylvania
$1.16M
TMAM
386
Tokio Marine Asset Management
Japan
$1.15M +$68.8K +107 +7%
NIP
387
Nicholas Investment Partners
California
$1.14M +$547K +851 +109%
FHB
388
First Hawaiian Bank
Hawaii
$1.11M
QI
389
Qtron Investments
Massachusetts
$1.11M -$12.9K -20 -1%
GPA
390
Guerra Pan Advisors
New Jersey
$1.1M
PWS
391
Peterson Wealth Services
Utah
$1.1M +$57.9K +90 +6%
SPIA
392
Steward Partners Investment Advisory
New York
$1.09M +$3.86K +6 +0.4%
IWC
393
Integrated Wealth Concepts
Massachusetts
$1.08M +$179K +279 +22%
HCA
394
Harbor Capital Advisors
Illinois
$1.08M -$387K -602 -28%
AAMU
395
APG Asset Management US
New York
$1.07M +$987K +1,536 New
William Blair & Company
396
William Blair & Company
Illinois
$1.06M -$215K -334 -18%
AWS
397
Atria Wealth Solutions
New York
$1.05M -$7.07K -11 -0.7%
SSIM
398
Sheets Smith Investment Management
Texas
$1.05M +$964K +1,500 New
VAM
399
Valliance Asset Management
Hong Kong
$1.05M +$964K +1,500 New
Walleye Capital
400
Walleye Capital
New York
$1.04M -$8.94M -13,912 -90%

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.