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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
ATC
526
Adirondack Trust Company
New York
$39.1K
EB
527
Eastern Bank
Massachusetts
$36.6K
SIC
528
Salem Investment Counselors
North Carolina
$36.6K +$42.1K +150 New
WIM
529
Westside Investment Management
California
$36K +$18.8K +67 +84%
HI
530
Harbour Investments
Wisconsin
$35.6K +$19.4K +69 +90%
NF
531
Napier Financial
Massachusetts
$35.4K +$40.7K +145 New
MG
532
Mather Group
Illinois
$34.3K +$39.6K +141 New
SFAM
533
Sawyer Falduto Asset Management
Illinois
$33.9K
SS
534
Sunbelt Securities
Texas
$30K -$66.2K -236 -66%
FHC
535
First Horizon Corporation
Tennessee
$29.5K -$29.7K -106 -47%
C
536
Covestor
United Kingdom
$29K -$18.8K -67 -36%
WT
537
Whittier Trust
California
$28.4K +$3.37K +12 +12%
PWA
538
Provenance Wealth Advisors
Florida
$28.1K -$33.4K -119 -51%
PWPS
539
Pinnacle Wealth Planning Services
Ohio
$27.8K +$7.57K +27 +31%
ADL
540
Asset Dedication LLC
California
$26.1K
TFGT
541
TS Financial Group (TSFG)
Illinois
$24K +$28.1K +100 New
ACM
542
Aster Capital Management
United Arab Emirates
$24K -$145K -517 -92%
WPA
543
Wealth Preservation Advisors
Tennessee
$23.4K +$26.9K +96 New
TFIPS
544
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.2K -$243K -865 -90%
SL
545
Salomon & Ludwin
Virginia
$22.5K +$8.41K +30 +48%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$21.5K +$9.54K +34 +63%
VIS
547
Vega Investment Solutions
France
$20.7K
SBFM
548
S-Bank Fund Management
Finland
$20.3K -$842 -3 -3%
Bank Julius Baer & Co
549
Bank Julius Baer & Co
Switzerland
$18.3K -$826K -2,944 -98%
SIC
550
SJS Investment Consulting
Ohio
$18.1K +$561 +2 +3%