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