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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
EAM
451
Evanson Asset Management
California
$260K
CB
452
Commerce Bank
Missouri
$259K +$41.5K +148 +16%
VI
453
Vestcor Inc
New Brunswick, Canada
$258K
NC
454
nVerses Capital
Florida
$253K +$290K +1,035 New
PAS
455
Park Avenue Securities
New York
$250K -$16K -57 -5%
VFA
456
Values First Advisors
Tennessee
$250K +$3.65K +13 +1%
AWM
457
AE Wealth Management
Kansas
$248K -$395K -1,408 -58%
SC
458
Savant Capital
Illinois
$247K +$284K +1,012 New
Cambridge Investment Research Advisors
459
Cambridge Investment Research Advisors
Iowa
$245K +$282K +1,005 New
CWIG
460
Chung Wu Investment Group
Texas
$244K +$281K +1,000 New
IWA
461
Inspirion Wealth Advisors
Illinois
$244K +$281K +1,000 New
DWT
462
Dorsey & Whitney Trust
South Dakota
$241K +$277K +986 New
MHC
463
May Hill Capital
Massachusetts
$240K -$5.89K -21 -2%
KF
464
Krilogy Financial
Missouri
$235K -$279K -996 -49%
EWA
465
EverSource Wealth Advisors
Alabama
$235K +$97.6K +348 +56%
VSQM
466
V-Square Quantitative Management
Illinois
$234K -$11.5K -41 -4%
IA
467
IFP Advisors
Florida
$232K -$1.17M -4,177 -81%
WA
468
Waddell & Associates
Tennessee
$232K +$22.2K +79 +9%
FMI
469
Frec Markets Inc
California
$231K +$265K +945 New
AAG
470
Armstrong Advisory Group
Massachusetts
$230K -$15.4K -55 -6%
LA
471
Legacy Advisors
Pennsylvania
$228K +$19.6K +70 +8%
PP
472
Prudential plc
United Kingdom
$227K -$38.7K -138 -13%
FFA
473
Fi3 Financial Advisors
Indiana
$226K +$260K +927 New
FIA
474
FNY Investment Advisers
New York
$225K +$116K +412 +81%
VT
475
Vise Technologies
New York
$224K