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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
EAM
451
Evanson Asset Management
California
$260K
CB
452
Commerce Bank
Missouri
$259K
VI
453
Vestcor Inc
New Brunswick, Canada
$258K
NC
454
nVerses Capital
Florida
$253K
PAS
455
Park Avenue Securities
New York
$250K
VFA
456
Values First Advisors
Tennessee
$250K
AWM
457
AE Wealth Management
Kansas
$248K
SC
458
Savant Capital
Illinois
$247K
Cambridge Investment Research Advisors
459
Cambridge Investment Research Advisors
Iowa
$245K
CWIG
460
Chung Wu Investment Group
Texas
$244K
IWA
461
Inspirion Wealth Advisors
Illinois
$244K
DWT
462
Dorsey & Whitney Trust
South Dakota
$241K
MHC
463
May Hill Capital
Massachusetts
$240K
KF
464
Krilogy Financial
Missouri
$235K
EWA
465
EverSource Wealth Advisors
Alabama
$235K
VSQM
466
V-Square Quantitative Management
Illinois
$234K
IA
467
IFP Advisors
Florida
$232K
WA
468
Waddell & Associates
Tennessee
$232K
FMI
469
Frec Markets Inc
California
$231K
AAG
470
Armstrong Advisory Group
Massachusetts
$230K
LA
471
Legacy Advisors
Pennsylvania
$228K
PP
472
Prudential plc
United Kingdom
$227K
FFA
473
Fi3 Financial Advisors
Indiana
$226K
FIA
474
FNY Investment Advisers
New York
$225K
VT
475
Vise Technologies
New York
$224K