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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
WT
726
Washington Trust
Rhode Island
$12.5K +$8.36K +13 +260%
CAWM
727
Capital A Wealth Management
Pennsylvania
$12.5K +$11.6K +18 New
CAL
728
Capital Advisors Ltd
Ohio
$12K
EDRH
729
Edmond de Rothschild Holding
Switzerland
$11.8K -$63K -98 -85%
GBT
730
Grove Bank & Trust
Florida
$11.8K
BL
731
BFSG LLC
California
$11.1K
CWP
732
Concord Wealth Partners
Virginia
$11.1K
T
733
Transce3nd
Texas
$10.5K +$9.64K +15 New
BCMLT
734
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.76K -$3.21K -5 -26%
WA
735
Whipplewood Advisors
Colorado
$9.76K +$9K +14 New
CPG
736
Cornerstone Planning Group
New Jersey
$9.1K
GIA
737
GHP Investment Advisors
Colorado
$9.06K
WBC
738
West Branch Capital
Massachusetts
$9.06K
HWM
739
Hemington Wealth Management
Virginia
$9K +$1.93K +3 +30%
TLA
740
Tanglewood Legacy Advisors
Texas
$8.36K
CAL
741
Capital Analysts LLC
Pennsylvania
$8K -$643 -1 -8%
CTC
742
Central Trust Company
Missouri
$7.67K +$5.14K +8 +267%
S
743
Sachetta
Massachusetts
$7.67K
SIS
744
Sound Income Strategies
Florida
$7.66K
QL
745
Quarry LP
New York
$6.97K -$91.3K -142 -93%
BCH
746
Berkshire Capital Holdings
California
$6.97K
TFA
747
Toth Financial Advisory
Virginia
$6.97K
CA
748
CoreCap Advisors
Michigan
$6.97K +$5.79K +9 +900%
BCM
749
Berbice Capital Management
New York
$6.97K +$6.43K +10 New
PA
750
Pineridge Advisors
Missouri
$6.97K +$6.43K +10 New

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.