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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
AAS
526
Avantax Advisory Services
Texas
$374K -$9.64K -15 -3%
CA
527
Cannon Advisors
North Carolina
$372K +$14.1K +22 +4%
BAM
528
Berkshire Asset Management
Pennsylvania
$367K -$643 -1 -0.2%
HBS
529
Howard Bailey Securities
Indiana
$363K -$21.9K -34 -6%
CG
530
Caprock Group
Idaho
$361K -$99.7K -155 -23%
BFA
531
Benedict Financial Advisors
Georgia
$359K
FFS
532
Founders Financial Securities
Maryland
$359K +$14.1K +22 +4%
QT
533
Quantbot Technologies
New York
$359K +$331K +515 New
SFI
534
Siemens Fonds Invest
Germany
$358K
HI
535
Horizon Investments
North Carolina
$358K +$13.5K +21 +4%
CI
536
Cigna Investments
Connecticut
$356K
GWSG
537
GPS Wealth Strategies Group
Colorado
$355K +$643 +1 +0.2%
FT
538
Fiduciary Trust
Massachusetts
$350K +$323K +502 New
SSWM
539
Smith Salley Wealth Management
North Carolina
$348K +$321K +500 New
SPA
540
Sherbrooke Park Advisers
New York
$337K -$607K -944 -66%
WF
541
Welch & Forbes
Massachusetts
$335K -$16.1K -25 -5%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$334K -$39.2K -61 -11%
SAG
543
SageView Advisory Group
California
$334K +$309K +480 New
MC
544
MIG Capital
California
$332K +$307K +477 New
RRCM
545
Rappaport Reiches Capital Management
Illinois
$328K +$7.07K +11 +2%
CAM
546
Claret Asset Management
Quebec, Canada
$327K +$1.29K +2 +0.4%
GSIS
547
Global Strategic Investment Solutions
Arizona
$324K
TPWM
548
Twelve Points Wealth Management
Massachusetts
$322K +$297K +462 New
DWT
549
Dorsey & Whitney Trust
South Dakota
$320K +$3.86K +6 +1%
Teacher Retirement System of Texas
550
Teacher Retirement System of Texas
Texas
$318K +$294K +457 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.