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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
MIM
701
Macroview Investment Management
Maryland
$2.13K
PWMG
702
Prestige Wealth Management Group
New Jersey
$2.13K +$2.01K +4 New
FWM
703
FSA Wealth Management
Massachusetts
$2.13K +$2.01K +4 New
AW
704
Avion Wealth
Texas
$2K
CTC
705
Central Trust Company
Missouri
$1.73K
AWM
706
Activest Wealth Management
Florida
$1.7K +$1.51K +3 New
HCP
707
Hexagon Capital Partners
Arkansas
$1.59K -$502 -1 -25%
W
708
WealthCollab
Washington
$1.59K
FNWA
709
Financial Network Wealth Advisors
Utah
$1.59K +$1.51K +3 New
AA
710
Addison Advisors
Vermont
$1.06K +$1K +2 New
Pacer Advisors
711
Pacer Advisors
Pennsylvania
$1.06K -$77.3K -154 -99%
GCS
712
Gordian Capital (Singapore)
Singapore
$1.06K
KFI
713
Key Financial Inc
Pennsylvania
$1.06K
VF
714
VitalStone Financial
Texas
$1.06K
RIL
715
Rothschild Investment LLC
Illinois
$1.06K +$1K +2 New
MIFH
716
Migdal Insurance & Financial Holdings
Israel
$1K -$17.6K -35 -97%
PPA
717
Painted Porch Advisors
California
$532
RAM
718
Riggs Asset Management
Pennsylvania
$532
CIR
719
Clear Investment Research
Georgia
$532 +$502 +1 New
CA
720
CoreCap Advisors
Michigan
$532 +$502 +1 New
FPFS
721
First Personal Financial Services
North Carolina
$532 +$502 +1 New
TCOV
722
Trust Company of Vermont
Vermont
$532 +$502 +1 New
VWA
723
Valued Wealth Advisors
Utah
$532 +$502 +1 New
VAMG
724
Voisard Asset Management Group
Michigan
$532 +$502 +1 New
IAIM
725
International Assets Investment Management
Florida
$238 +$63.5M +126,462 +214,342%

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.