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