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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
HAG
476
HighPoint Advisor Group
Illinois
$560K +$23.1K +36 +5%
PFM
477
Peak Financial Management
Massachusetts
$553K +$64.3K +100 +14%
HWM
478
HB Wealth Management
Georgia
$544K -$40.5K -63 -7%
CCM
479
Coldstream Capital Management
Washington
$542K -$3.21K -5 -0.6%
PFWA
480
Paces Ferry Wealth Advisors
Georgia
$537K +$166K +258 +50%
BFG
481
Bleakley Financial Group
New Jersey
$529K +$643 +1 +0.1%
MYAM
482
Meiji Yasuda Asset Management
Japan
$527K
TC
483
Tairen Capital
Hong Kong
$523K -$804K -1,250 -63%
MS
484
Maven Securities
Jersey
$516K -$122K -190 -20%
AWA
485
Alta Wealth Advisors
Massachusetts
$509K -$791K -1,231 -63%
Northwestern Mutual Wealth Management
486
Northwestern Mutual Wealth Management
Wisconsin
$502K +$104K +162 +29%
FCM
487
Fourpath Capital Management
Oklahoma
$502K
MLL
488
Moody Lynn & Lieberson
Massachusetts
$500K +$170K +265 +59%
GCM
489
Greenland Capital Management
New York
$498K
PFG
490
Prosperity Financial Group
California
$496K +$70.7K +110 +18%
BJL
491
Brighton Jones LLC
Washington
$493K +$4.5K +7 +1%
MAS
492
Meeder Advisory Services
Ohio
$493K -$11.6K -18 -2%
JWCA
493
J.W. Cole Advisors
Florida
$491K +$41.8K +65 +10%
AIM
494
Arcadia Investment Management
Michigan
$488K
O
495
Ossiam
France
$485K -$99K -154 -18%
PA
496
Parallel Advisors
California
$481K +$28.9K +45 +7%
KAS
497
Kestra Advisory Services
Texas
$477K -$489K -761 -53%
ICP
498
Impact Capital Partners
Colorado
$472K +$436K +678 New
VAS
499
Vestmark Advisory Solutions
Massachusetts
$472K +$37.3K +58 +9%
GAM
500
Gotham Asset Management
New York
$471K +$435K +676 New

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.