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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
ECM
601
Evergreen Capital Management
Washington
$222K +$204K +318 New
DWP
602
Destiny Wealth Partners
Florida
$220K +$203K +316 New
PSFG
603
Park Square Financial Group
Georgia
$219K +$203K +315 New
VT
604
Vise Technologies
New York
$219K +$202K +314 New
EFG
605
Everhart Financial Group
Ohio
$217K +$201K +312 New
CGH
606
Crossmark Global Holdings
Texas
$217K -$83.6K -130 -29%
PPP
607
Private Portfolio Partners
New Jersey
$217K +$200K +311 New
AT
608
American Trust
Kentucky
$216K +$199K +310 New
CAG
609
Csenge Advisory Group
Florida
$214K +$197K +307 New
MMA
610
Miracle Mile Advisors
California
$214K +$197K +307 New
Bessemer Group
611
Bessemer Group
New Jersey
$211K +$6.43K +10 +3%
Jones Financial Companies
612
Jones Financial Companies
Missouri
$210K +$56.6K +88 +41%
GF
613
Gries Financial
Ohio
$210K +$194K +301 New
CFO
614
Callan Family Office
Pennsylvania
$209K +$193K +300 New
PWP
615
Private Wealth Partners
California
$209K +$193K +300 New
GL
616
Graypoint LLC
New York
$208K +$192K +298 New
EWA
617
EverSource Wealth Advisors
Alabama
$207K -$60.4K -94 -24%
KIM
618
Kestra Investment Management
Texas
$206K -$88.1K -137 -32%
TW
619
TrinityPoint Wealth
Connecticut
$206K +$190K +296 New
MA
620
Mutual Advisors
Nebraska
$206K +$185K +287 New
TFM
621
TFC Financial Management
Massachusetts
$205K
IFWM
622
Institute for Wealth Management
Colorado
$205K +$189K +294 New
TFS
623
Thoroughbred Financial Services
Tennessee
$203K +$188K +292 New
CA
624
Clearstead Advisors
Ohio
$192K -$643 -1 -0.4%
PWA
625
Provenance Wealth Advisors
Florida
$192K

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.