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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
AA
576
Ancora Advisors
Ohio
$107K
CFG
577
CKW Financial Group
Hawaii
$107K
AA
578
Alta Advisers
United Kingdom
$106K
AIM
579
Acropolis Investment Management
Missouri
$106K
RAM
580
Ramirez Asset Management
New York
$101K +$12.6K +25 +15%
SIC
581
Salem Investment Counselors
North Carolina
$100K
GI
582
GAMMA Investing
California
$100K +$35.2K +70 +59%
MG
583
Mather Group
Illinois
$99.7K -$34.2K -68 -27%
HIA
584
Harbor Investment Advisory
Maryland
$97.5K -$1K -2 -0%
SAM
585
Smartleaf Asset Management
Massachusetts
$94.9K +$43.7K +87 +97%
Lazard Asset Management
586
Lazard Asset Management
New York
$88K -$213K -424 -72%
AF
587
Advisornet Financial
Minnesota
$87.2K +$80.4K +160 +4,000%
ATC
588
Adirondack Trust Company
New York
$85.1K
BIG
589
Brooklyn Investment Group
New York
$81.9K +$77.3K +154 New
QL
590
Quarry LP
New York
$80.8K -$48.2K -96 -39%
EB
591
Eastern Bank
Massachusetts
$79.7K +$75.3K +150 New
JSAM
592
J. Safra Asset Management
New York
$77.2K +$28.6K +57 +66%
TC
593
Truvestments Capital
Florida
$76K +$71.8K +143 New
CI Investments Inc
594
CI Investments Inc
Ontario, Canada
$76K -$1K -2 -1%
TWC
595
TD Waterhouse Canada
Ontario, Canada
$74.8K +$4.52K +9 +7%
CFGS
596
Concourse Financial Group Securities
Alabama
$73.9K -$502 -1 -0.7%
LC
597
Lindbrook Capital
California
$73.4K -$12.1K -24 -15%
GM
598
GeoWealth Management
Illinois
$70.7K +$66.8K +133 New
QCG
599
Quadrant Capital Group
Ohio
$69.6K -$4.02K -8 -6%
AF
600
Allworth Financial
California
$69K +$2.51K +5 +4%

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.