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HUB Group

280 hedge funds and large institutions have $2.26B invested in HUB Group in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 89 increasing their positions, 98 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.72M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

1.98% more ownership

Funds ownership: 101.62%103.6% (+2%)

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

9% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 98

2% less funds holding

Funds holding: 285280 (-5)

14% less capital invested

Capital invested by funds: $2.62B → $2.26B (-$361M)

Holders
280
Holders Change
-5
Holders Change %
-1.75%
% of All Funds
3.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
52
Increased
89
Reduced
98
Closed
51
Calls
$9.01M
Puts
$1.72M
Net Calls
+$7.29M
Net Calls Change
+$8.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$9.23K +$1.39K +33 +15%
RFP
227
Root Financial Partners
California
$8.9K +$1.18K +28 +13%
EWA
228
EverSource Wealth Advisors
Alabama
$7.57K -$6.51K -154 -42%
KFI
229
Key Financial Inc
Pennsylvania
$6.2K
RIL
230
Rothschild Investment LLC
Illinois
$5.73K +$761 +18 +13%
CFO
231
CVA Family Office
Colorado
$5.51K +$4.78K +113 +283%
SIS
232
Sound Income Strategies
Florida
$5.38K +$42 +1 +0.7%
BFS
233
Bare Financial Services
Pennsylvania
$5.37K -$3.46K -82 -35%
PWMG
234
Private Wealth Management Group
New Jersey
$5.19K
EP
235
Essential Partners
California
$4.97K +$42 +1 +0.7%
WIM
236
Westside Investment Management
California
$4.61K
Osaic Holdings
237
Osaic Holdings
Arizona
$4.54K -$18.6K -441 -78%
W
238
WealthCollab
Washington
$4.5K -$5.37K -127 -50%
TM
239
Torren Management
California
$4.23K -$25.4K -602 -84%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$3.93K -$1.65K -39 -26%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$3.86K
CT
242
Colonial Trust
South Carolina
$3.63K +$1.01K +24 +30%
MA
243
MCF Advisors
Kentucky
$3.39K +$3.97K +94 New
BBHC
244
Brown Brothers Harriman & Co
New York
$2.77K +$380 +9 +13%
LFG
245
Larson Financial Group
Missouri
$2.75K -$10.6K -251 -77%
QL
246
Quarry LP
New York
$2.45K +$2.87K +68 New
KFAS
247
Keating Financial Advisory Services
Kansas
$2.42K +$1.48K +35 +109%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.25K +$2.62K +62 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$2.2K -$24.6K -583 -91%
JWA
250
JFS Wealth Advisors
Pennsylvania
$1.95K +$211 +5 +10%