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HubSpot

671 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, 288 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 (-$6.89B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
671
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
751
Syon Capital
California
VCM
752
Voleon Capital Management
California
IA
753
IFG Advisory
Georgia
EC
754
EntryPoint Capital
New York
IAA
755
Independent Advisor Alliance
North Carolina
BFIM
756
Beese Fulmer Investment Management
Ohio
IQI
757
Integrated Quantitative Investments
Washington
OCBCO
758
Oversea-Chinese Banking Corp (OCBC)
Singapore
FRA
759
Frank Rimerman Advisors
California
RFN
760
Redwood Financial Network
Ohio
WCP
761
Wick Capital Partners
Pennsylvania
SSCM
762
Sovereign's Capital Management
Georgia
SFG
763
Synergy Financial Group
California
WIA
764
World Investment Advisors
California
G
765
GenTrust
Florida
MOS
766
MGO One Seven
Ohio
AWA
767
Aaron Wealth Advisors
Illinois
DS
768
DRW Securities
Illinois
PJWM
769
Philip James Wealth Mangement
Georgia
TA
770
TFB Advisors
Kansas
JTWM
771
Jackson Thornton Wealth Management
Alabama
ICP
772
Interchange Capital Partners
Pennsylvania
YCM
773
Yousif Capital Management
Michigan
BOSSRA
774
B.O.S.S. Retirement Advisors
Utah
PWM
775
Perigon Wealth Management
California