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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
GCM
476
Greenland Capital Management
New York
$380K -$215K -428 -37%
BJL
477
Brighton Jones LLC
Washington
$373K -$1.56M -3,115 -82%
AIM
478
Arcadia Investment Management
Michigan
$372K
PFM
479
Peak Financial Management
Massachusetts
$369K -$10.5K -21 -3%
SFA
480
Sequoia Financial Advisors
Ohio
$367K +$50.2K +100 +17%
BCV
481
Banque Cantonale Vaudoise
Switzerland
$362K -$169K -336 -33%
CG
482
Caprock Group
Idaho
$358K +$48.7K +97 +17%
TC
483
TownSquare Capital
Utah
$355K +$162K +322 +93%
PA
484
Parallel Advisors
California
$343K +$4.52K +9 +1%
BWP
485
Baldwin Wealth Partners
Massachusetts
$342K +$16.6K +33 +5%
JWCA
486
J.W. Cole Advisors
Florida
$340K +$117K +233 +57%
YCM
487
Yousif Capital Management
Michigan
$339K +$5.02K +10 +2%
DT
488
Diversified Trust
Tennessee
$339K +$2.51K +5 +0.8%
FHA
489
First Horizon Advisors
Tennessee
$331K -$3.01K -6 -1%
WAG
490
Winthrop Advisory Group
Massachusetts
$331K -$5.02K -10 -2%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$329K +$25.1K +50 +9%
BRWA
492
B. Riley Wealth Advisors
Florida
$329K -$21.6K -43 -6%
SWA
493
Sax Wealth Advisors
New Jersey
$327K +$91.4K +182 +42%
IWA
494
Icon Wealth Advisors
Texas
$324K -$1K -2 -0.3%
PFG
495
Prosperity Financial Group
California
$320K +$25.1K +50 +9%
OHWP
496
Oak Harbor Wealth Partners
North Carolina
$317K
EA
497
Emerald Advisers
Pennsylvania
$317K -$6.53K -13 -2%
HI
498
Harbour Investments
Wisconsin
$315K +$8.04K +16 +3%
OIA
499
OneDigital Investment Advisors
Kansas
$314K -$19.6K -39 -6%
PWM
500
Perigon Wealth Management
California
$301K -$40.2K -80 -12%

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.