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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
GAG
626
Goodman Advisory Group
Massachusetts
$26K
BCWM
627
Bartlett & Co Wealth Management
Ohio
$25.5K
WSFS
628
Wilmington Savings Fund Society
Delaware
$25K +$23.6K +47 New
BIA
629
Bell Investment Advisors
California
$23.9K -$1K -2 -4%
RTC
630
Riverview Trust Company
Washington
$23.4K +$502 +1 +2%
CTA
631
Colonial Trust Advisors
South Carolina
$21.8K
WTA
632
Washington Trust Advisors
Massachusetts
$21.8K
MA
633
MCF Advisors
Kentucky
$21.3K
ST
634
Smithfield Trust
Pennsylvania
$21K
CFB
635
Cullen/Frost Bankers
Texas
$20.7K +$18.1K +36 +1,200%
AAP
636
Arax Advisory Partners
Colorado
$20.2K +$2.51K +5 +15%
B
637
Birchbrook
Maine
$18.6K
FCA
638
FinTrust Capital Advisors
South Carolina
$16.5K
AIP
639
Ameritas Investment Partners
Nebraska
$15.9K
HFM
640
Harvest Fund Management
China
$15K -$413K -823 -97%
FFO
641
Fortitude Family Office
Arizona
$14.9K +$502 +1 +4%
CT
642
Colonial Trust
South Carolina
$14.6K -$1K -2 -7%
TVWM
643
Tower View Wealth Management
Wisconsin
$14.4K
PWMG
644
Private Wealth Management Group
New Jersey
$14.4K +$502 +1 +4%
RS
645
Rakuten Securities
Japan
$14.4K -$2.01K -4 -13%
GKIM
646
GW&K Investment Management
Massachusetts
$14K
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$13.8K -$1K -2 -7%
PTC
648
Private Trust Company
Ohio
$13.8K
GFPC
649
Global Financial Private Client
Florida
$13.3K +$12.6K +25 New
CAS
650
Coppell Advisory Solutions
Texas
$12.9K

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.