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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
QC
501
Quent Capital
New York
$113K +$64.2K +229 +98%
GI
502
GAMMA Investing
California
$108K +$51.3K +183 +70%
BWA
503
Basecamp Wealth Advisors
Washington
$106K +$19.1K +68 +19%
AAP
504
Arax Advisory Partners
Colorado
$104K +$47.4K +169 +66%
Fidelity International
505
Fidelity International
Bermuda
$89.3K -$22.2K -79 -18%
SCM
506
Sterling Capital Management
North Carolina
$89.1K -$1.57M -5,583 -94%
WA
507
Westfuller Advisors
New York
$84.7K +$35.3K +126 +57%
HWA
508
HHM Wealth Advisors
Tennessee
$83.7K
QL
509
Quarry LP
New York
$79.8K +$87K +310 +1,824%
EP
510
Essential Partners
California
$79.6K -$689K -2,458 -88%
1IA
511
1620 Investment Advisors
Massachusetts
$79.3K +$91.2K +325 New
OP
512
Oslo Pensjonsforsikring
$74.2K +$85.3K +304 New
SWP
513
Strategic Wealth Partners
Ohio
$71.3K +$561 +2 +0.7%
DZ Bank
514
DZ Bank
Germany
$71K
PCM
515
Penserra Capital Management
California
$69K +$2.52K +9 +3%
LFG
516
Larson Financial Group
Missouri
$64.2K +$48.2K +172 +189%
CFO
517
CVA Family Office
Colorado
$59.8K +$40.1K +143 +140%
SS
518
SBI Securities
Japan
$57.6K -$2.52K -9 -4%
CA
519
Clearstead Advisors
Ohio
$57.4K -$9.82K -35 -13%
IWS
520
Intentional Wealth Strategies
Colorado
$49.1K +$56.4K +201 New
TWD
521
True Wealth Design
Ohio
$47.6K +$38.4K +137 +236%
PFBT
522
Parkside Financial Bank & Trust
Missouri
$47.1K +$39.6K +141 +271%
TFM
523
TFC Financial Management
Massachusetts
$45.4K -$30K -107 -37%
AUB
524
Atlantic Union Bankshares
Virginia
$42K -$13.5K -48 -22%
HNB
525
Huntington National Bank
Ohio
$39.1K +$4.49K +16 +11%