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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.52B -$6.93M -10,777 -0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.92B -$96.9M -150,767 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.87B +$227M +352,764 +9%
BlackRock
4
BlackRock
New York
$2.47B +$86.5M +134,581 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.32B +$325M +505,101 +18%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.03B +$48.2M +74,990 +5%
Invesco
7
Invesco
Georgia
$843M +$345M +536,815 +80%
ClearBridge Investments
8
ClearBridge Investments
New York
$762M -$20.5M -31,834 -3%
State Street
9
State Street
Massachusetts
$759M +$2.33M +3,626 +0.3%
DCP
10
Durable Capital Partners
Maryland
$673M -$35.2M -54,733 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$578M +$6.38M +9,922 +1%
Franklin Resources
12
Franklin Resources
California
$552M +$11.8M +18,396 +2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$471M +$67.4M +104,800 +18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$470M +$15.9M +24,799 +4%
Norges Bank
15
Norges Bank
Norway
$420M -$746K -1,160 -0.2%
UBS AM
16
UBS AM
Illinois
$395M +$26M +40,404 +8%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$369M +$106M +164,757 +45%
Goldman Sachs
18
Goldman Sachs
New York
$356M -$74.3M -115,580 -18%
Pictet Asset Management
19
Pictet Asset Management
Switzerland
$301M -$14.5M -22,529 -5%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$280M +$8.36K +13 +3%
AM
21
AGF Management
Ontario, Canada
$280M -$8.18M -12,717 -3%
Coatue Management
22
Coatue Management
New York
$260M +$240M +373,280 New
Bank of America
23
Bank of America
North Carolina
$250M -$6.19M -9,626 -3%
Amundi
24
Amundi
France
$242M -$36M -55,922 -14%
Northern Trust
25
Northern Trust
Illinois
$241M +$33.9M +52,792 +18%

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.