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HubSpot
HUBS

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: 724 → 796 (+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: 11 → 8 (-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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$345M
2
JP Morgan Chase
JP Morgan Chase
New York
+$325M
3
Coatue Management
Coatue Management
New York
+$240M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Citadel Advisors
Citadel Advisors
Florida
+$138M

Top Sellers

Rank Fund Capital Flow
1
PCM
Pentwater Capital Management
Florida
-$180M
2
Holocene Advisors
Holocene Advisors
New York
-$170M
3
Marshall Wace
Marshall Wace
United Kingdom
-$144M
4
ACA
Abdiel Capital Advisors
New York
-$135M
5
Millennium Management
Millennium Management
New York
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
851
Glen Eagle Advisors
New Jersey
– -$5.85K -11 Closed
AT
852
Arlington Trust
Alabama
– -$5.32K -10 Closed
APC
853
Aspire Private Capital
North Carolina
– -$5.32K -10 Closed
RWA
854
Redmont Wealth Advisors
Illinois
– -$5.32K -10 Closed
DIP
855
DT Investment Partners
Pennsylvania
– -$4.25K -8 Closed
NS
856
NBC Securities
Alabama
– -$4K -8 Closed
MIM
857
Macroview Investment Management
Maryland
– -$2.13K -4 Closed
AWM
858
Activest Wealth Management
Florida
– -$1.93K -3 Closed
FNWA
859
Financial Network Wealth Advisors
Utah
– -$1.59K -3 Closed
MIFH
860
Migdal Insurance & Financial Holdings
Israel
– -$1K -1 Closed
VWA
861
Valued Wealth Advisors
Utah
– -$532 -1 Closed
VAMG
862
Voisard Asset Management Group
Michigan
– -$532 -1 Closed
WTFG
863
Wood Tarver Financial Group
Idaho
– +$643 +1 New
31 32 33 34
35

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.