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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
AAS
801
Ameritas Advisory Services
Nebraska
-$606K -1,028 Closed
Teacher Retirement System of Texas
802
Teacher Retirement System of Texas
Texas
-$551K -935 Closed
AG
803
Algert Global
California
-$542K -919 Closed
AI
804
AXS Investments
New York
-$502K -851 Closed
VFA
805
Valeo Financial Advisors
Indiana
-$488K -827 Closed
Capstone Investment Advisors
806
Capstone Investment Advisors
New York
-$485K -822 Closed
CC
807
Centiva Capital
New York
-$474K -804 Closed
Nomura Holdings
808
Nomura Holdings
Japan
-$464K -787 Closed
SW
809
Simplicity Wealth
New Jersey
-$439K -744 Closed
BCM
810
BluePath Capital Management
Georgia
-$435K -737 Closed
WSFG
811
Wall Street Financial Group
Illinois
-$433K -735 Closed
FRM
812
Fox Run Management
Connecticut
-$402K -681 Closed
CCIA
813
Cherry Creek Investment Advisors
Colorado
-$381K -646 Closed
SWA
814
Stratos Wealth Advisors
Ohio
-$380K -645 Closed
TSS
815
Two Sigma Securities
New York
-$370K -628 Closed
MYIA
816
Mount Yale Investment Advisors
Colorado
-$361K -612 Closed
TCM
817
Teza Capital Management
Illinois
-$359K -608 Closed
PCMH
818
Polymer Capital Management (HK)
Hong Kong
-$354K -600 Closed
FZCM
819
Flynn Zito Capital Management
New York
-$349K -591 Closed
CT
820
Coastline Trust
Rhode Island
-$339K -575 Closed
AFG
821
Albion Financial Group
Utah
-$336K -570 Closed
BFS
822
Bradley Foster & Sargent
Connecticut
-$336K -570 Closed
CPBTD
823
Central Pacific Bank - Trust Division
Hawaii
-$336K -570 Closed
KWM
824
Kingsview Wealth Management
Oregon
-$322K -546 Closed
MC
825
Machina Capital
France
-$321K -544 Closed

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.