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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
SWM
576
SHP Wealth Management
Massachusetts
$9.69K
RIAS
577
Rachor Investment Advisory Services
Michigan
$9.52K
APW
578
Aventura Private Wealth
Florida
$9.28K
TCM
579
TD Capital Management
Tennessee
$9.28K
ST
580
Smithfield Trust
Pennsylvania
$9K
TC
581
Truvestments Capital
Florida
$8.54K
BIA
582
Bell Investment Advisors
California
$8.54K
EI
583
EFG International
$8.3K
OCM
584
Osbon Capital Management
Massachusetts
$7.91K
MCM
585
Manchester Capital Management
Vermont
$7.81K
IAIM
586
International Assets Investment Management
Florida
$7.77K
AIP
587
Ameritas Investment Partners
Nebraska
$7.32K
B
588
Birchbrook
Maine
$7.32K
NFSG
589
Newbridge Financial Services Group
Florida
$7.32K
AA
590
Ancora Advisors
Ohio
$7.08K
RBI
591
Raiffeisen Bank International
Austria
$6.9K
TVWM
592
Tower View Wealth Management
Wisconsin
$6.59K
AF
593
Advisornet Financial
Minnesota
$6.1K
PWAM
594
Private Wealth Asset Management
Iowa
$5.86K
CFM
595
Cornerstone Financial Management
Massachusetts
$5.61K
A
596
Allianz
Germany
$5.61K
S
597
Sachetta
Massachusetts
$5.37K
WA
598
WPG Advisers
Maryland
$5.37K
KFAS
599
Keating Financial Advisory Services
Kansas
$5.37K
WTC
600
WhitTier Trust Company
Nevada
$5.15K