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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
SC
601
SouthState Corp
Florida
$5.13K
MCM
602
MV Capital Management
Maryland
$5.13K
AW
603
Avion Wealth
Texas
$5K
NS
604
NBC Securities
Alabama
$4.64K
RF
605
Rossby Financial
Florida
$4.61K
GBT
606
Grove Bank & Trust
Florida
$4.15K
EPAM
607
Evelyn Partners Asset Management
$3.91K
TPWA
608
Twin Peaks Wealth Advisors
California
$3.91K
BWL
609
Bogart Wealth LLC
Virginia
$3.66K
GIA
610
GHP Investment Advisors
Colorado
$3.17K
TCM
611
Triumph Capital Management
Colorado
$3.17K
GKIM
612
GW&K Investment Management
Massachusetts
$3K
Kayne Anderson Rudnick Investment Management
613
Kayne Anderson Rudnick Investment Management
California
$2.94K
SWM
614
Spire Wealth Management
Virginia
$2.93K
CPG
615
Cornerstone Planning Group
New Jersey
$2.71K
W
616
WealthCollab
Washington
$2.69K
RFP
617
Root Financial Partners
California
$2.69K
AG
618
AmeriFlex Group
Nevada
$2.69K
SIS
619
Sound Income Strategies
Florida
$2.67K
HI
620
Horizon Investments
North Carolina
$2.44K
CA
621
CoreCap Advisors
Michigan
$2.44K
FC
622
Fairscale Capital
New Hampshire
$2.44K
EWM
623
Evolution Wealth Management
Florida
$2.44K
KG
624
Kilter Group
New York
$2.44K
CT
625
Colonial Trust
South Carolina
$2.29K