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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
SFCL
651
Strengthening Families & Communities LLC
Massachusetts
$976
JWA
652
JFS Wealth Advisors
Pennsylvania
$733
CTC
653
Central Trust Company
Missouri
$733
FC
654
Financial Consulate
Maryland
$733
FFO
655
Fortitude Family Office
Arizona
$732
MA
656
Montag & Associates
Georgia
$611
DF
657
DecisionPoint Financial
Arizona
$489
BIM
658
Breakwater Investment Management
Washington
$489
TM
659
Torren Management
California
$488
LI
660
LRI Investments
Florida
$488
CFB
661
Cullen/Frost Bankers
Texas
$488
FCAS
662
First Command Advisory Services
Texas
$488
NL
663
NVWM LLC
Pennsylvania
$488
SEP
664
Signature Equity Partners
Ohio
$488
BFS
665
Bare Financial Services
Pennsylvania
$488
IAAG
666
Innovative Asset Advisors Group
Connecticut
$488
QWM
667
Quaker Wealth Management
New Jersey
$245
CWP
668
Clark Wealth Partners
Illinois
$245
FPF
669
First Pacific Financial
Washington
$245
MB
670
MidFirst Bank
Oklahoma
$244
CIR
671
Clear Investment Research
Georgia
$244
TWM
672
TopTier Wealth Management
Wisconsin
$244
MFP
673
Meramec Financial Planners
Missouri
$230
T. Rowe Price Investment Management
674
T. Rowe Price Investment Management
Maryland
Two Sigma Advisers
675
Two Sigma Advisers
New York