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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
APG Asset Management
451
APG Asset Management
Netherlands
$458K -$20.4M -40,700 -98%
O
452
Ossiam
France
$452K -$58.3K -116 -12%
CHP
453
Cable Hill Partners
Oregon
$452K
RFN
454
Redwood Financial Network
Ohio
$450K -$7.53K -15 -2%
HWM
455
HB Wealth Management
Georgia
$449K +$73.3K +146 +21%
NYLIM
456
New York Life Investment Management
New York
$437K -$23.1K -46 -5%
UCFA
457
United Capital Financial Advisors
Texas
$436K -$12.6K -25 -3%
CCM
458
Coldstream Capital Management
Washington
$433K +$114K +227 +41%
FIA
459
FNY Investment Advisers
New York
$431K -$1.28M -2,551 -76%
EF
460
Empowered Funds
Pennsylvania
$430K -$383K -762 -49%
BTI
461
Blue Trust Inc
Georgia
$425K +$133K +264 +58%
Focus Partners Wealth
462
Focus Partners Wealth
Massachusetts
$417K -$12M -23,841 -97%
NIP
463
Nicholas Investment Partners
California
$417K -$753K -1,500 -66%
SEC
464
Seven Eight Capital
New York
$403K -$2.76M -5,491 -88%
BFG
465
Bleakley Financial Group
New Jersey
$403K +$7.03K +14 +2%
MYAM
466
Meiji Yasuda Asset Management
Japan
$402K +$2.01K +4 +0.5%
BBP
467
Banco BTG Pactual
Brazil
$398K +$376K +748 New
PFGIA
468
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$167K +333 +83%
QCM
469
Qsemble Capital Management
New York
$389K -$91.9K -183 -20%
P8IP
470
Pier 88 Investment Partners
California
$388K -$678K -1,350 -65%
MAS
471
Meeder Advisory Services
Ohio
$385K -$9.04K -18 -2%
EWA
472
EP Wealth Advisors
California
$384K +$363K +723 New
HAG
473
HighPoint Advisor Group
Illinois
$383K -$2.01K -4 -0.6%
FCM
474
Fourpath Capital Management
Oklahoma
$383K -$1K -2 -0.3%
Empower Advisory Group
475
Empower Advisory Group
Colorado
$381K +$1K +2 +0.3%

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.