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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
JSSH
501
J. Safra Sarasin Holding
$456K -$2.67M -4,157 -86%
BWP
502
Baldwin Wealth Partners
Massachusetts
$448K
YCM
503
Yousif Capital Management
Michigan
$448K +$3.21K +5 +0.8%
FHA
504
First Horizon Advisors
Tennessee
$445K +$9.64K +15 +2%
SG Americas Securities
505
SG Americas Securities
New York
$441K -$2.83M -4,404 -87%
SSWM
506
Sheets Smith Wealth Management
North Carolina
$434K +$401K +623 New
IWA
507
Icon Wealth Advisors
Texas
$433K +$7.07K +11 +2%
Group One Trading
508
Group One Trading
Illinois
$432K -$394K -613 -50%
WAG
509
Winthrop Advisory Group
Massachusetts
$423K -$9.64K -15 -2%
BTI
510
Blue Trust Inc
Georgia
$420K -$75.2K -117 -16%
AI
511
Accredited Investors
Minnesota
$417K +$80.4K +125 +26%
OHWP
512
Oak Harbor Wealth Partners
North Carolina
$416K
EA
513
Emerald Advisers
Pennsylvania
$416K +$643 +1 +0.2%
HI
514
Harbour Investments
Wisconsin
$416K +$2.57K +4 +0.7%
OIA
515
OneDigital Investment Advisors
Kansas
$415K +$3.21K +5 +0.8%
ORI
516
Oak Ridge Investments
Illinois
$409K +$377K +587 New
MFG
517
Menard Financial Group
Texas
$404K +$373K +580 New
MC
518
Maverick Capital
Texas
$397K -$1.54M -2,401 -81%
BP
519
Ballentine Partners
Massachusetts
$393K +$16.1K +25 +5%
BBHC
520
Brown Brothers Harriman & Co
New York
$392K +$5.14K +8 +1%
QC
521
Quantessence Capital
New York
$392K +$361K +562 New
SWP
522
Stratos Wealth Partners
Ohio
$391K +$4.5K +7 +1%
TC
523
TownSquare Capital
Utah
$387K -$72K -112 -17%
CCIA
524
Campbell & Co Investment Adviser
Maryland
$380K +$350K +545 New
GSEP
525
Golden State Equity Partners
California
$375K +$341K +531 +7,586%

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.