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HubSpot

674 hedge funds and large institutions have $12B invested in HubSpot in 2026 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 290 increasing their positions, 178 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

32% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 171

37% less capital invested

Capital invested by funds: $18.9B → $12B (-$6.89B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$268M
Puts
$234M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$1.52M
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$1.49M
NCNMGF
253
Nano-Cap New Millennium Growth Fund
New York
$1.46M
LGF
254
LGT Group Foundation
Liechtenstein
$1.44M
GCP
255
GSA Capital Partners
United Kingdom
$1.43M
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$1.43M
Vontobel Holding
257
Vontobel Holding
Switzerland
$1.43M
OAM
258
Oppenheimer Asset Management
New York
$1.42M
KIA
259
Knollwood Investment Advisory
Maryland
$1.42M
Brown Advisory
260
Brown Advisory
Maryland
$1.41M
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$1.4M
AssetMark Inc
262
AssetMark Inc
California
$1.39M
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$1.38M
TI
264
Tidal Investments
Wisconsin
$1.36M
PA
265
Parallel Advisors
California
$1.36M
MFG
266
Merit Financial Group
Georgia
$1.35M
LFM
267
LGT Fund Management
Liechtenstein
$1.34M
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$1.32M
WAM
269
Weiss Asset Management
Massachusetts
$1.29M
MFA
270
Mayflower Financial Advisors
Massachusetts
$1.25M
CFM
271
Catalyst Funds Management
Australia
$1.24M
Credit Agricole
272
Credit Agricole
France
$1.23M
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$1.22M
N
274
Numerai
California
$1.21M
WI
275
WBI Investments
New Jersey
$1.2M