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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
Lido Advisors
426
Lido Advisors
California
$588K -$2.25M -4,484 -80%
IA
427
IFP Advisors
Florida
$587K -$49.7K -99 -8%
DTL
428
Dynamic Technology Lab
Singapore
$586K -$1.03M -2,059 -65%
UM
429
UniSuper Management
Australia
$585K
Acadian Asset Management
430
Acadian Asset Management
Massachusetts
$573K -$507K -1,009 -48%
PCIA
431
Prime Capital Investment Advisors
Kansas
$562K -$39.2K -78 -7%
RI
432
Redwood Investments
Massachusetts
$557K
AAG
433
Armstrong Advisory Group
Massachusetts
$553K -$207K -412 -28%
BGA
434
Battery Global Advisors
Massachusetts
$553K
P
435
&Partners
Tennessee
$548K +$305K +607 +143%
MFAM
436
Motley Fool Asset Management
Virginia
$541K +$13.1K +26 +3%
WI
437
WrapManager Inc
California
$539K -$132K -262 -21%
BAM
438
Blueshift Asset Management
New Jersey
$533K +$503K +1,002 New
S
439
SignatureFD
Georgia
$527K -$87.9K -175 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
440
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$509K +$481K +957 New
CF
441
Corebridge Financial
Texas
$499K -$16.6K -33 -3%
SFG
442
Synergy Financial Group
California
$496K +$58.3K +116 +14%
MS
443
Maven Securities
Jersey
$495K +$468K +931 New
FB
444
Fulton Bank
Pennsylvania
$495K -$29.6K -59 -6%
VSQM
445
V-Square Quantitative Management
Illinois
$494K +$13.6K +27 +3%
AC
446
AlphaCore Capital
California
$490K +$42.2K +84 +10%
CI
447
Ceera Investments
Texas
$489K
RIM
448
Rakuten Investment Management
Japan
$475K +$112K +224 +34%
VI
449
Vestcor Inc
New Brunswick, Canada
$469K -$12.6M -25,000 -97%
A
450
AlphaQuest
New York
$463K +$244K +485 +126%

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.