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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
WTC
676
WhitTier Trust Company
Nevada
$64.8K
WA
677
WPG Advisers
Maryland
$63.4K +$58.5K +91 New
VCM
678
Versant Capital Management
Arizona
$57.8K +$6.43K +10 +14%
T
679
TOBAM
France
$55K -$80.4K -125 -61%
CAM
680
Close Asset Management
United Kingdom
$51K
FF
681
Friedenthal Financial
New Jersey
$50.2K +$46.3K +72 New
SSB
682
Sandy Spring Bank
Maryland
$48.8K
PFBT
683
Parkside Financial Bank & Trust
Missouri
$46.7K +$7.07K +11 +20%
GWM
684
Geneos Wealth Management
Colorado
$44.6K +$3.21K +5 +8%
CT
685
Colonial Trust
South Carolina
$39.8K +$19.3K +30 +111%
CIAS
686
CBIZ Investment Advisory Services
Ohio
$39.7K -$16.1K -25 -30%
CA
687
Crewe Advisors
Utah
$36.9K -$32.1K -50 -49%
MMCM
688
Murphy & Mullick Capital Management
New York
$36.2K +$33.4K +52 New
AA
689
AlphaCentric Advisors
Puerto Rico
$34.8K -$5.79K -9 -15%
BOJHT
690
Bank of Jackson Hole Trust
Wyoming
$34.8K +$32.1K +50 New
WSFS
691
Wilmington Savings Fund Society
Delaware
$32.7K
ACM
692
Aster Capital Management
United Arab Emirates
$32.7K +$20.6K +32 +213%
CAS
693
Coppell Advisory Solutions
Texas
$32.2K +$14.1K +22 +92%
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$31.4K +$12.2K +19 +73%
AAP
695
Arax Advisory Partners
Colorado
$30.7K +$3.86K +6 +16%
BCWM
696
Bartlett & Co Wealth Management
Ohio
$30.7K -$2.57K -4 -8%
BIA
697
Bell Investment Advisors
California
$30.7K -$643 -1 -2%
RTC
698
Riverview Trust Company
Washington
$30.7K
LFG
699
Larson Financial Group
Missouri
$30K +$17.4K +27 +169%
HCP
700
Hexagon Capital Partners
Arkansas
$30K +$25.7K +40 +1,333%

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.