We are live on ! Find out more
HUBS icon

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
QCM
551
QRG Capital Management
Illinois
$315K +$291K +452 New
PIM
552
Plato Investment Management
Australia
$313K
SS
553
Sunbelt Securities
Texas
$311K +$21.2K +33 +8%
Empower Advisory Group
554
Empower Advisory Group
Colorado
$307K -$177K -275 -38%
PD
555
Point72 (DIFC)
United Arab Emirates
$299K -$1.42M -2,213 -84%
HA
556
Huntleigh Advisors
Missouri
$299K +$276K +429 New
HH
557
Hilltop Holdings
Texas
$296K +$19.3K +30 +8%
ACA
558
Affinity Capital Advisors
California
$292K
CCC
559
Compass Capital Corp
Massachusetts
$291K +$252K +392 New
HNB
560
Huntington National Bank
Ohio
$291K +$23.1K +36 +9%
LCM
561
Landscape Capital Management
New Jersey
$290K +$267K +416 New
BA
562
Bellwether Advisors
Nebraska
$290K -$4.8M -7,460 -95%
AWM
563
Ariadne Wealth Management
California
$288K +$14.8K +23 +7%
CIAS
564
Capital Investment Advisory Services
North Carolina
$286K -$1.29K -2 -0.5%
FFM
565
Forum Financial Management
Illinois
$283K +$261K +406 New
FTWA
566
Fifth Third Wealth Advisors
Ohio
$281K +$1.29K +2 +0.5%
WJWM
567
Williams Jones Wealth Management
New York
$280K
AAF
568
Andra AP-fonden
Sweden
$279K -$19.5M -30,300 -99%
ATFA
569
All Terrain Financial Advisors
Minnesota
$279K
FAM
570
Flaharty Asset Management
Florida
$279K
1W
571
1776 Wealth
Georgia
$279K +$257K +400 New
WS
572
Wedbush Securities
California
$274K +$8.36K +13 +3%
FAFN
573
First Affirmative Financial Network
Colorado
$273K -$7.71K -12 -3%
FFA
574
Fi3 Financial Advisors
Indiana
$270K -$30.2K -47 -11%
II
575
Impact Investors
California
$270K +$249K +387 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.