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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
PWS
426
Peterson Wealth Services
Utah
$321K
AF
427
Allworth Financial
California
$320K
AIC
428
Archer Investment Corporation
Indiana
$318K
SPIA
429
Steward Partners Investment Advisory
New York
$317K
EH
430
Equitable Holdings
New York
$315K
PLFS
431
Provident Living Financial Services
Utah
$306K
MFS
432
Miller Financial Services
Michigan
$304K
EWA
433
EP Wealth Advisors
California
$300K
KIA
434
Kraematon Investment Advisors
Massachusetts
$300K
DWP
435
Daymark Wealth Partners
Ohio
$296K
MYIA
436
Mount Yale Investment Advisors
Colorado
$293K
SCM
437
SCS Capital Management
Massachusetts
$291K
OF
438
Optimize Financial
California
$289K
Prudential Financial
439
Prudential Financial
New Jersey
$287K
BIG
440
Brooklyn Investment Group
New York
$286K
AWM
441
Avior Wealth Management
Nebraska
$284K
EA
442
Emerald Advisers
Pennsylvania
$281K
SA
443
Sanctuary Advisors
Indiana
$279K
OC
444
Oppenheimer & Co
New York
$279K
GWMR
445
GC Wealth Management RIA
Massachusetts
$278K
WF
446
WinCap Financial
Massachusetts
$272K
LNWTC
447
Laird Norton Wetherby Trust Company
Washington
$268K
NYLIM
448
New York Life Investment Management
New York
$267K
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$264K
WANY
450
Wealthspire Advisors (New York)
New York
$262K