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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
ATPW
851
Ashton Thomas Private Wealth
Arizona
-$14.7K -25 Closed
EWM
852
Evermay Wealth Management
Virginia
-$14.7K -25 Closed
FCG
853
Financial Connections Group
California
-$13K -23 Closed
TH
854
TCTC Holdings
Texas
-$13K -22 Closed
IWA
855
IBEX Wealth Advisors
New Jersey
-$10.6K -18 Closed
PCWA
856
Pacific Capital Wealth Advisors
California
-$8.85K -15 Closed
PMFA
857
Plante Moran Financial Advisors
Michigan
-$8.85K -15 Closed
RWMG
858
Redwood Wealth Management Group
New Jersey
-$8.26K -14 Closed
FRA
859
Front Row Advisors
California
-$7.08K -12 Closed
A
860
Allianz
Germany
-$5.9K -10 Closed
CMP
861
Coston McIsaac & Partners
Maine
-$5K -10 Closed
OLVIG
862
Oliver Lagore Vanvalin Investment Group
Michigan
-$3.54K -6 Closed
RCM
863
Raleigh Capital Management
North Carolina
-$1.72K -3 Closed
WWP
864
WR Wealth Planners
Missouri
-$1.77K -3 Closed
FPB
865
First PREMIER Bank
South Dakota
-$1K -2 Closed
GI
866
Gradient Investments
Minnesota
-$1.18K -2 Closed
LIA
867
Lynx Investment Advisory
District of Columbia
-$1.18K -2 Closed
BHWM
868
Beaird Harris Wealth Management
Texas
-$312 -1 Closed
OWA
869
Opal Wealth Advisors
New York
-$590 -1 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.