HUBS icon

HubSpot

669 hedge funds and large institutions have $12B invested in HubSpot in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 287 increasing their positions, 177 reducing their positions, and 172 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:

31% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 172

37% less capital invested

Capital invested by funds: $18.9B → $12B (-$6.9B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
669
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
WB
626
Webster Bank
Connecticut
$1.95K
AWM
627
Abound Wealth Management
Tennessee
$1.71K
RWM
628
Rialto Wealth Management
New York
$1.71K
IBOK
629
Independence Bank of Kentucky
Kentucky
$1.47K
PPC
630
Park Place Capital
Alabama
$1.47K
TPCW
631
TD Private Client Wealth
New York
$1.47K
HIC
632
Hamrick Investment Counsel
Washington
$1.47K
RWM
633
RMG Wealth Management
Wisconsin
$1.34K
CFFP
634
Center for Financial Planning
Michigan
$1.22K
LWM
635
Lodestone Wealth Management
Washington
$1.22K
SC
636
Swan Capital
Florida
$1.22K
NB
637
NBT Bank
New York
$1.22K
CAL
638
Capital Advisors Ltd
Ohio
$1K
CAL
639
Capital Analysts LLC
Pennsylvania
$1K
ACA
640
American Capital Advisory
Idaho
$977
GWM
641
Geneos Wealth Management
Colorado
$976
ECA
642
Elevated Capital Advisors
Utah
$976
WA
643
Walsh & Associates
Florida
$976
AP
644
Aspect Partners
Virginia
$976
GWS
645
Greykasell Wealth Strategies
California
$976
HFS
646
Hughes Financial Services
Virginia
$976
SFCL
647
Strengthening Families & Communities LLC
Massachusetts
$976
JWA
648
JFS Wealth Advisors
Pennsylvania
$733
CTC
649
Central Trust Company
Missouri
$733
FC
650
Financial Consulate
Maryland
$733