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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
ATS
676
Ashton Thomas Securities
New York
$5.85K +$5.52K +11 New
CJ
677
Caitlin John
Michigan
$5.6K
APC
678
Aspire Private Capital
North Carolina
$5.32K
BCH
679
Berkshire Capital Holdings
California
$5.32K
CFD
680
Creative Financial Designs
Indiana
$5.32K
RWA
681
Redmont Wealth Advisors
Illinois
$5.32K
TFA
682
Toth Financial Advisory
Virginia
$5.32K
AT
683
Arlington Trust
Alabama
$5.32K +$5.02K +10 New
OAJ
684
Ogorek Anthony Joseph
New York
$5K
HWM
685
Hemington Wealth Management
Virginia
$5K +$5.02K +10 New
BWL
686
Bogart Wealth LLC
Virginia
$4.25K
MHR
687
Matthew Hamilton Rosenberg
$4.25K
DIP
688
DT Investment Partners
Pennsylvania
$4.25K +$4.02K +8 New
NS
689
NBC Securities
Alabama
$4K
WIM
690
Westside Investment Management
California
$3.85K
AWM
691
Abound Wealth Management
Tennessee
$3.72K
JWA
692
JFS Wealth Advisors
Pennsylvania
$3.72K
GSEP
693
Golden State Equity Partners
California
$3.72K -$267K -531 -99%
PPC
694
Park Place Capital
Alabama
$3.19K
AWM
695
Avior Wealth Management
Nebraska
$2.66K
CFFP
696
Center for Financial Planning
Michigan
$2.66K
GPFA
697
Game Plan Financial Advisors
Ohio
$2.66K
SC
698
Stephens Consulting
Michigan
$2.66K
WT
699
Washington Trust
Rhode Island
$2.66K
BCM
700
Blume Capital Management
California
$2.13K

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.