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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
AWM
576
Apollon Wealth Management
South Carolina
$268K +$248K +385 New
EA
577
Everpar Advisors
Oklahoma
$267K +$246K +383 New
WWM
578
Wolff Wiese Magana
California
$264K -$10.3K -16 -4%
WA
579
Wealth Alliance
New York
$256K -$12.2K -19 -5%
APW
580
Acima Private Wealth
Virginia
$255K
LS
581
Livforsakringsbolaget Skandia
Sweden
$255K
FWM
582
Focused Wealth Management
New York
$252K -$12.9K -20 -5%
PCM
583
Prelude Capital Management
New York
$251K -$50.8K -79 -18%
CWM
584
Centurion Wealth Management
Virginia
$247K +$228K +354 New
CPA
585
Capital Performance Advisors
California
$245K +$90K +140 +66%
RCA
586
Resonant Capital Advisors
Wisconsin
$245K +$226K +351 New
CAM
587
Congress Asset Management
Massachusetts
$241K +$222K +346 New
HWA
588
HHM Wealth Advisors
Tennessee
$240K +$1.29K +2 +0.6%
FNC
589
First National Corp
Massachusetts
$240K +$222K +345 New
BIM
590
Bridges Investment Management
Nebraska
$238K +$220K +342 New
SWP
591
Strategic Wealth Partners
Ohio
$238K +$186K +290 New
CFP
592
Catalyst Financial Partners
Massachusetts
$233K -$119K -185 -36%
GS
593
GTS Securities
New York
$233K -$84.2K -131 -28%
WA
594
Waverly Advisors
Alabama
$233K +$215K +334 New
IAS
595
Insigneo Advisory Services
Florida
$232K -$116K -180 -35%
MLM
596
Mount Lucas Management
Pennsylvania
$232K -$45.6K -71 -18%
HIP
597
HUB Investment Partners
Texas
$229K +$212K +329 New
C
598
Certuity
Florida
$227K +$210K +326 New
AC
599
Avestar Capital
New York
$226K +$209K +325 New
WIA
600
World Investment Advisors
California
$226K +$208K +324 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.