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HUB Group

278 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, 88 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 284278 (-6)

10% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 98

14% less capital invested

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

Holders
278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.01M
Puts
$1.72M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$8.9K
EWA
227
EverSource Wealth Advisors
Alabama
$7.57K
KFI
228
Key Financial Inc
Pennsylvania
$6.2K
RIL
229
Rothschild Investment LLC
Illinois
$5.73K
CFO
230
CVA Family Office
Colorado
$5.51K
SIS
231
Sound Income Strategies
Florida
$5.38K
BFS
232
Bare Financial Services
Pennsylvania
$5.37K
PWMG
233
Private Wealth Management Group
New Jersey
$5.19K
EP
234
Essential Partners
California
$4.97K
WIM
235
Westside Investment Management
California
$4.61K
Osaic Holdings
236
Osaic Holdings
Arizona
$4.54K
W
237
WealthCollab
Washington
$4.5K
TM
238
Torren Management
California
$4.23K
PFBT
239
Parkside Financial Bank & Trust
Missouri
$3.93K
Jones Financial Companies
240
Jones Financial Companies
Missouri
$3.86K
CT
241
Colonial Trust
South Carolina
$3.63K
MA
242
MCF Advisors
Kentucky
$3.39K
BBHC
243
Brown Brothers Harriman & Co
New York
$2.77K
LFG
244
Larson Financial Group
Missouri
$2.75K
QL
245
Quarry LP
New York
$2.45K
KFAS
246
Keating Financial Advisory Services
Kansas
$2.42K
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.25K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$2.2K
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.95K
MB
250
MidFirst Bank
Oklahoma
$1.73K