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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
HFS
601
Hantz Financial Services
Michigan
$65K -$714K -1,421 -92%
GRP
602
Global Retirement Partners
California
$64.3K +$28.1K +56 +86%
HBW
603
Hazlett, Burt & Watson
West Virginia
$64K -$16.6K -33 -22%
ADL
604
Asset Dedication LLC
California
$62.7K
TWD
605
True Wealth Design
Ohio
$62.2K +$58.8K +117 New
C
606
Covestor
United Kingdom
$62K -$15.1K -30 -20%
EDRH
607
Edmond de Rothschild Holding
Switzerland
$61.1K -$9.04K -18 -14%
CFO
608
CVA Family Office
Colorado
$55.8K +$502 +1 +1%
MA
609
Montag & Associates
Georgia
$54.8K +$50.2K +100 +3,333%
MCM
610
Manchester Capital Management
Vermont
$54.8K +$6.53K +13 +14%
CA
611
Crewe Advisors
Utah
$54.8K +$14.1K +28 +37%
PS
612
Principal Securities
Iowa
$52.6K -$21.1K -42 -30%
WTC
613
WhitTier Trust Company
Nevada
$49.4K -$8.04K -16 -15%
CIAS
614
CBIZ Investment Advisory Services
Ohio
$43.6K +$18.1K +36 +78%
PCMC
615
Planning Capital Management Corporation
Pennsylvania
$40.9K
CAM
616
Close Asset Management
United Kingdom
$39K
VCM
617
Versant Capital Management
Arizona
$38.8K +$25.1K +50 +217%
SSB
618
Sandy Spring Bank
Maryland
$37.2K
HPC
619
HM Payson & Co
Maine
$36.1K +$9.04K +18 +36%
PP
620
PFS Partners
New Jersey
$32.4K
AA
621
AlphaCentric Advisors
Puerto Rico
$31.4K -$502 -1 -2%
GWM
622
Geneos Wealth Management
Colorado
$31.4K +$27.6K +55 +1,375%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$29.8K -$5.52K -11 -16%
GAAM
624
Guinness Atkinson Asset Management
California
$29.2K
TFIPS
625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.6K

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.