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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
CWM
626
Copia Wealth Management
Oregon
$2.2K
CCWM
627
Cassaday & Co Wealth Management
Virginia
$2.2K
OAJ
628
Ogorek Anthony Joseph
New York
$2K
CI
629
CX Institutional
Indiana
$2K
WB
630
Webster Bank
Connecticut
$1.95K
AWM
631
Abound Wealth Management
Tennessee
$1.71K
RWM
632
Rialto Wealth Management
New York
$1.71K
IBOK
633
Independence Bank of Kentucky
Kentucky
$1.47K
PPC
634
Park Place Capital
Alabama
$1.47K
TPCW
635
TD Private Client Wealth
New York
$1.47K
HIC
636
Hamrick Investment Counsel
Washington
$1.47K
RWM
637
RMG Wealth Management
Wisconsin
$1.34K
CFFP
638
Center for Financial Planning
Michigan
$1.22K
LWM
639
Lodestone Wealth Management
Washington
$1.22K
SC
640
Swan Capital
Florida
$1.22K
NB
641
NBT Bank
New York
$1.22K
CAL
642
Capital Advisors Ltd
Ohio
$1K
CAL
643
Capital Analysts LLC
Pennsylvania
$1K
ACA
644
American Capital Advisory
Idaho
$977
AP
645
Aspect Partners
Virginia
$976
ECA
646
Elevated Capital Advisors
Utah
$976
GWM
647
Geneos Wealth Management
Colorado
$976
GWS
648
Greykasell Wealth Strategies
California
$976
WA
649
Walsh & Associates
Florida
$976
HFS
650
Hughes Financial Services
Virginia
$976