We are live on ! Find out more
HUBS icon

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
TWC
551
TD Waterhouse Canada
Ontario, Canada
$16K
PWA
552
Physician Wealth Advisors
Utah
$15.6K
AWA
553
Acumen Wealth Advisors
Tennessee
$15.6K
ZBNA
554
Zions Bancorporation, National Association
Utah
$15.4K
HBW
555
Hazlett, Burt & Watson
West Virginia
$15K
AWM
556
Activest Wealth Management
Florida
$14.6K
AT
557
Arlington Trust
Alabama
$14.6K
UB
558
UMB Bank
Missouri
$13.4K
OCWP
559
Owl Creek Wealth Partners
Colorado
$13.4K
PWMG
560
Private Wealth Management Group
New Jersey
$12.9K
EWP
561
Elevation Wealth Partners
California
$12.7K
AA
562
Addison Advisors
Vermont
$12.4K
GFA
563
Godfrey Financial Associates
New York
$12.2K
KFI
564
Key Financial Inc
Pennsylvania
$12.2K
GSEP
565
Golden State Equity Partners
California
$12.2K
GAG
566
Goodman Advisory Group
Massachusetts
$12K
HWP
567
Highline Wealth Partners
California
$12K
MAM
568
Marquette Asset Management
Minnesota
$11K
BONH
569
Bank of New Hampshire
New Hampshire
$11K
JWM
570
JPL Wealth Management
Colorado
$10.7K
TFA
571
Transamerica Financial Advisors
Florida
$10.5K
NEWAS
572
N.E.W. Advisory Services
Wisconsin
$10K
CAM
573
Close Asset Management
United Kingdom
$10K
BCWM
574
Bartlett & Co Wealth Management
Ohio
$9.9K
MA
575
MCF Advisors
Kentucky
$9.76K