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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

63% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 178

14% more call options, than puts

Call options by funds: $268M | Put options by funds: $234M

3.13% more ownership

Funds ownership: 89.9%93.03% (+3.1%)

10% less funds holding

Funds holding: 745674 (-71)

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
-71
Holders Change %
-9.53%
% of All Funds
8.3%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
117
Increased
290
Reduced
178
Closed
171
Calls
$268M
Puts
$234M
Net Calls
+$33.6M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
751
Private Advisor Group
New Jersey
-$402K -1,002 Closed
GAG
752
GM Advisory Group
New York
-$401K -1,000 Closed
SC
753
Syon Capital
California
-$389K -970 Closed
VCM
754
Voleon Capital Management
California
-$382K -952 Closed
IA
755
IFG Advisory
Georgia
-$382K -951 Closed
EC
756
EntryPoint Capital
New York
-$374K -931 Closed
IAA
757
Independent Advisor Alliance
North Carolina
-$359K -894 Closed
BFIM
758
Beese Fulmer Investment Management
Ohio
-$348K -868 Closed
IQI
759
Integrated Quantitative Investments
Washington
-$344K -857 Closed
OCBCO
760
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$338K -842 Closed
FRA
761
Frank Rimerman Advisors
California
-$337K -841 Closed
RFN
762
Redwood Financial Network
Ohio
-$335K -836 Closed
WCP
763
Wick Capital Partners
Pennsylvania
-$335K -835 Closed
SSCM
764
Sovereign's Capital Management
Georgia
-$323K -805 Closed
SFG
765
Synergy Financial Group
California
-$318K -792 Closed
WIA
766
World Investment Advisors
California
-$315K -786 Closed
G
767
GenTrust
Florida
-$305K -760 Closed
MOS
768
MGO One Seven
Ohio
-$293K -729 Closed
AWA
769
Aaron Wealth Advisors
Illinois
-$289K -720 Closed
DS
770
DRW Securities
Illinois
-$283K -706 Closed
PJWM
771
Philip James Wealth Mangement
Georgia
-$283K -705 Closed
TA
772
TFB Advisors
Kansas
-$279K -696 Closed
JTWM
773
Jackson Thornton Wealth Management
Alabama
-$274K -691 Closed
ICP
774
Interchange Capital Partners
Pennsylvania
-$272K -678 Closed
YCM
775
Yousif Capital Management
Michigan
-$206K -677 Closed