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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
MA
701
MCF Advisors
Kentucky
$27.9K
EC
702
Elequin Capital
New York
$27.2K +$25.1K +39 New
ST
703
Smithfield Trust
Pennsylvania
$26K
FGC
704
Financial Gravity Companies
Texas
$22.3K +$20.6K +32 New
SFGP
705
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$22.3K +$20.6K +32 New
B
706
Birchbrook
Maine
$20.9K -$3.21K -5 -14%
AIP
707
Ameritas Investment Partners
Nebraska
$20.9K
MAM
708
Meeder Asset Management
Ohio
$20.9K +$19.3K +30 New
NFSG
709
Newbridge Financial Services Group
Florida
$20.9K +$19.3K +30 New
FFO
710
Fortitude Family Office
Arizona
$18.8K -$643 -1 -4%
PWMG
711
Private Wealth Management Group
New Jersey
$18.8K
TVWM
712
Tower View Wealth Management
Wisconsin
$18.8K
PTC
713
Private Trust Company
Ohio
$18.8K +$643 +1 +4%
CFB
714
Cullen/Frost Bankers
Texas
$18.1K -$8.36K -13 -33%
GKIM
715
GW&K Investment Management
Massachusetts
$18K
AWM
716
Accredited Wealth Management
Kentucky
$17.4K +$16.1K +25 New
GFPC
717
Global Financial Private Client
Florida
$17.4K
GPFA
718
Game Plan Financial Advisors
Ohio
$17.3K +$12.9K +20 +400%
WT
719
Whittier Trust
California
$15.3K +$14.1K +22 New
SA
720
SRH Advisors
Kansas
$14.6K
MCM
721
MV Capital Management
Maryland
$13.9K +$643 +1 +5%
PC
722
Promus Capital
Illinois
$13.9K +$12.9K +20 New
Kayne Anderson Rudnick Investment Management
723
Kayne Anderson Rudnick Investment Management
California
$13.5K +$1.93K +3 +19%
RS
724
Rakuten Securities
Japan
$13.2K -$5.14K -8 -30%
ZB
725
Zions Bancorporation
Utah
$12.5K

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.