We are live on ! Find out more
HUBS icon

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
DIA
826
Dana Investment Advisors
Wisconsin
-$281K -477 Closed
PFS
827
Prospera Financial Services
Texas
-$273K -463 Closed
FPAS
828
Focus Partners Advisor Solutions
Missouri
-$271K -458 Closed
II
829
Inspire Investing
Idaho
-$265K -449 Closed
RJT
830
Raymond James Trust
Florida
-$260K -440 Closed
IWM
831
IHT Wealth Management
Illinois
-$250K -424 Closed
WSC
832
Wellington Shields & Co
New York
-$249K -422 Closed
AC
833
Avestar Capital
New York
-$239K -405 Closed
DADC
834
D.A. Davidson & Co
Montana
-$238K -404 Closed
WTG
835
West Tower Group
Virginia
-$236K -400 Closed
AGWCA
836
Annis Gardner Whiting Capital Advisors
Florida
-$226K -384 Closed
AWM
837
Apollon Wealth Management
South Carolina
-$224K -380 Closed
FNC
838
First National Corp
Massachusetts
-$214K -363 Closed
WMA
839
West Michigan Advisors
Michigan
-$203K -345 Closed
C
840
Certuity
Florida
-$201K -342 Closed
MAM
841
Meeder Asset Management
Ohio
-$98.5K -167 Closed
KFS
842
Kelly Financial Services
Massachusetts
-$93.8K -159 Closed
GWP
843
Gen-Wealth Partners
Michigan
-$74.9K -127 Closed
UB
844
UMB Bank
Missouri
-$65.5K -111 Closed
VNA
845
Valley National Advisers
Pennsylvania
-$56K -96 Closed
QT
846
Quantbot Technologies
New York
-$36.6K -62 Closed
WT
847
Whittier Trust
California
-$34.8K -59 Closed
SWS
848
SYSTM Wealth Solutions
Illinois
-$26K -44 Closed
Twin Tree Management
849
Twin Tree Management
Texas
-$18.9K -32 Closed
NFSG
850
Newbridge Financial Services Group
Florida
-$17.7K -30 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.