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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
AAM
401
Advisors Asset Management
Colorado
$751K -$38.7K -77 -5%
GA
402
GraniteShares Advisors
New York
$750K +$73.8K +147 +12%
DIM
403
DC Investments Management
Virginia
$744K
OBAM
404
ODDO BHF Asset Management
France
$740K +$699K +1,392 New
BBL
405
Beck Bode LLC
Massachusetts
$726K -$231K -459 -25%
CAPTRUST Financial Advisors
406
CAPTRUST Financial Advisors
North Carolina
$725K +$390K +777 +133%
MGP
407
Metis Global Partners
California
$720K +$43.2K +86 +7%
PAG
408
Private Advisor Group
New Jersey
$706K -$12.1K -24 -2%
SLG
409
Stanley-Laman Group
Pennsylvania
$701K -$397K -791 -38%
Envestnet Portfolio Solutions
410
Envestnet Portfolio Solutions
Illinois
$698K -$118K -235 -15%
JWS
411
Juncture Wealth Strategies
Arizona
$696K -$312K -622 -32%
SAM
412
Shell Asset Management
Netherlands
$689K +$651K +1,296 New
RIA
413
Regal Investment Advisors
Michigan
$683K -$502 -1 -0.1%
MWM
414
Moran Wealth Management
Florida
$683K +$267K +531 +70%
IWC
415
Integrated Wealth Concepts
Massachusetts
$677K -$353K -702 -36%
SGI
416
Summit Global Investments
Utah
$669K +$44.2K +88 +8%
Susquehanna International Group
417
Susquehanna International Group
Pennsylvania
$666K -$24.4M -48,545 -97%
Group One Trading
418
Group One Trading
Illinois
$655K +$521K +1,038 +532%
VFA
419
Values First Advisors
Tennessee
$650K +$6.03K +12 +1%
FGA
420
Fortis Group Advisors
New Jersey
$640K +$24.6K +49 +4%
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$635K +$5.52K +11 +0.9%
PCA
422
Pallas Capital Advisors
Massachusetts
$624K +$565K +1,125 New
LA
423
Legacy Advisors
Pennsylvania
$609K -$49.7K -99 -8%
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$596K -$194K -387 -26%
SWM
425
Spire Wealth Management
Virginia
$588K -$297K -591 -35%

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.