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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
AA
776
Addison Advisors
Vermont
$1.39K
KFI
777
Key Financial Inc
Pennsylvania
$1.39K
RIL
778
Rothschild Investment LLC
Illinois
$1.39K
PWA
779
Principia Wealth Advisory
Texas
$1.39K +$1.29K +2 New
SIC
780
SJS Investment Consulting
Ohio
$1.39K +$1.29K +2 New
TPCW
781
TD Private Client Wealth
New York
$1.39K +$1.29K +2 New
WCM
782
WealthTrak Capital Management
Virginia
$1.39K +$1.29K +2 New
Allspring Global Investments
783
Allspring Global Investments
North Carolina
$1.12K -$12.9M -20,113 -100%
RAM
784
Riggs Asset Management
Pennsylvania
$700
Pacer Advisors
785
Pacer Advisors
Pennsylvania
$697 -$643 -1 -50%
CIR
786
Clear Investment Research
Georgia
$697
PPA
787
Painted Porch Advisors
California
$697
TCOV
788
Trust Company of Vermont
Vermont
$697
CIA
789
Cape Investment Advisory
Georgia
$697 +$643 +1 New
CWP
790
Clark Wealth Partners
Illinois
$697 +$643 +1 New
DPW
791
DiNuzzo Private Wealth
Pennsylvania
$697 +$643 +1 New
HWP
792
Highline Wealth Partners
California
$697 +$643 +1 New
MAS
793
MPWM Advisory Solutions
Georgia
$697 +$643 +1 New
WW
794
Winnow Wealth
Texas
$574 +$643 +1 New
Holocene Advisors
795
Holocene Advisors
New York
-$170M -319,767 Closed
IAIM
796
International Assets Investment Management
Florida
-$238 -126,521 Closed
CAM
797
Contour Asset Management
New York
-$47M -88,442 Closed
Alyeska Investment Group
798
Alyeska Investment Group
Illinois
-$46.2M -86,895 Closed
CCM
799
Cadian Capital Management
New York
-$32.4M -61,000 Closed
NCL
800
Nishkama Capital LLC
Puerto Rico
-$16.7M -31,480 Closed

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.