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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
SA
651
SRH Advisors
Kansas
$11.2K
MCM
652
MV Capital Management
Maryland
$10.1K +$8.54K +17 +850%
BCMLT
653
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.1K
ZB
654
Zions Bancorporation
Utah
$9.57K -$3.52K -7 -28%
GBT
655
Grove Bank & Trust
Florida
$9.04K
CAL
656
Capital Advisors Ltd
Ohio
$9K -$502 -1 -6%
Kayne Anderson Rudnick Investment Management
657
Kayne Anderson Rudnick Investment Management
California
$8.53K -$502 -1 -6%
BL
658
BFSG LLC
California
$8.51K
CWP
659
Concord Wealth Partners
Virginia
$8.51K
LFG
660
Larson Financial Group
Missouri
$8.51K
SOW
661
State of Wyoming
Wyoming
$8.51K +$502 +1 +7%
JIP
662
Jaffetilchin Investment Partners
Florida
$8.51K +$8.04K +16 New
CHA
663
Carmichael Hill & Associates
Maryland
$7.97K
ACM
664
Aster Capital Management
United Arab Emirates
$7.97K +$7.53K +15 New
GIA
665
GHP Investment Advisors
Colorado
$6.91K
JPWM
666
Jamison Private Wealth Management
Georgia
$6.91K
WBC
667
West Branch Capital
Massachusetts
$6.91K
CPG
668
Cornerstone Planning Group
New Jersey
$6.76K
TLA
669
Tanglewood Legacy Advisors
Texas
$6.38K
CA
670
Continuum Advisory
Idaho
$6.27K -$5.52K -11 -55%
CAL
671
Capital Analysts LLC
Pennsylvania
$6K +$5.52K +11 +1,100%
VWM
672
Venturi Wealth Management
Texas
$5.85K -$4.52K -9 -45%
S
673
Sachetta
Massachusetts
$5.85K -$1K -2 -15%
GEA
674
Glen Eagle Advisors
New Jersey
$5.85K
SIS
675
Sound Income Strategies
Florida
$5.85K

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.