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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

63% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 178

14% more call options, than puts

Call options by funds: $268M | Put options by funds: $234M

3.13% more ownership

Funds ownership: 89.9%93.03% (+3.1%)

10% less funds holding

Funds holding: 745674 (-71)

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
-71
Holders Change %
-9.53%
% of All Funds
8.3%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
117
Increased
290
Reduced
178
Closed
171
Calls
$268M
Puts
$234M
Net Calls
+$33.6M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
426
Peterson Wealth Services
Utah
$321K +$357K +1,274 +3,107%
AF
427
Allworth Financial
California
$320K +$243K +866 +195%
AIC
428
Archer Investment Corporation
Indiana
$318K +$365K +1,301 New
SPIA
429
Steward Partners Investment Advisory
New York
$317K +$35.9K +128 +11%
EH
430
Equitable Holdings
New York
$315K +$222K +791 New
PLFS
431
Provident Living Financial Services
Utah
$306K -$9.26K -33 -3%
MFS
432
Miller Financial Services
Michigan
$304K +$94.3K +336 +37%
EWA
433
EP Wealth Advisors
California
$300K +$2.81K +10 +0.8%
KIA
434
Kraematon Investment Advisors
Massachusetts
$300K -$49.9K -178 -13%
DWP
435
Daymark Wealth Partners
Ohio
$296K +$340K +1,213 New
MYIA
436
Mount Yale Investment Advisors
Colorado
$293K -$150K -536 -31%
SCM
437
SCS Capital Management
Massachusetts
$291K
OF
438
Optimize Financial
California
$289K +$332K +1,184 New
Prudential Financial
439
Prudential Financial
New Jersey
$287K -$61.7K -220 -16%
BIG
440
Brooklyn Investment Group
New York
$286K +$329K +1,173 New
AWM
441
Avior Wealth Management
Nebraska
$284K +$113K +402 +53%
EA
442
Emerald Advisers
Pennsylvania
$281K
SA
443
Sanctuary Advisors
Indiana
$279K -$639K -2,277 -67%
OC
444
Oppenheimer & Co
New York
$279K +$320K +1,141 New
GWMR
445
GC Wealth Management RIA
Massachusetts
$278K -$7.57K -27 -2%
WF
446
WinCap Financial
Massachusetts
$272K -$35.1K -125 -10%
LNWTC
447
Laird Norton Wetherby Trust Company
Washington
$268K +$24.7K +88 +9%
NYLIM
448
New York Life Investment Management
New York
$267K +$159K +566 +107%
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$264K +$3.37K +12 +1%
WANY
450
Wealthspire Advisors (New York)
New York
$262K +$71.5K +255 +31%