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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
SAM
626
Smartleaf Asset Management
Massachusetts
$189K +$59.8K +93 +53%
IGAM
627
iA Global Asset Management
Quebec, Canada
$188K -$95.8K -149 -36%
SS
628
SBI Securities
Japan
$185K +$170K +265 New
QC
629
Quent Capital
New York
$180K -$1.29K -2 -0.8%
MG
630
Mather Group
Illinois
$179K +$44.4K +69 +37%
FFA
631
Farther Finance Advisors
California
$178K +$8.36K +13 +5%
RS
632
R Squared
Hong Kong
$174K +$161K +250 New
JSAM
633
J. Safra Asset Management
New York
$173K +$66.9K +104 +72%
CI Investments Inc
634
CI Investments Inc
Ontario, Canada
$173K +$68.1K +106 +74%
NIMI
635
Natixis Investment Managers International
France
$171K -$24.4K -38 -13%
HT
636
Headlands Technologies
Illinois
$160K +$147K +229 New
GI
637
GAMMA Investing
California
$154K +$20.6K +32 +17%
OC
638
Oarsman Capital
Wisconsin
$148K -$77.1K -120 -36%
AA
639
Ancora Advisors
Ohio
$142K +$1.93K +3 +1%
BC
640
Bayforest Capital
United Kingdom
$141K +$131K +203 New
CFG
641
CKW Financial Group
Hawaii
$141K
AIM
642
Acropolis Investment Management
Missouri
$139K
C
643
Covestor
United Kingdom
$135K +$49.5K +77 +66%
RAM
644
Ramirez Asset Management
New York
$132K
APW
645
Aventura Private Wealth
Florida
$132K +$122K +190 New
SIC
646
Salem Investment Counselors
North Carolina
$132K
AF
647
Advisornet Financial
Minnesota
$122K +$7.07K +11 +7%
CIAM
648
Caitong International Asset Management
Hong Kong
$122K +$113K +175 New
Lazard Asset Management
649
Lazard Asset Management
New York
$119K +$3.86K +6 +4%
ATC
650
Adirondack Trust Company
New York
$111K

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.