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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
HAG
776
HighPoint Advisor Group
Illinois
OHWP
777
Oak Harbor Wealth Partners
North Carolina
LAM
778
LECAP Asset Management
United Kingdom
C
779
Certuity
Florida
AI
780
Accredited Investors
Minnesota
PFM
781
Peak Financial Management
Massachusetts
PCIA
782
Prime Capital Investment Advisors
Kansas
TPWM
783
Twelve Points Wealth Management
Massachusetts
RA
784
Riversedge Advisors
Delaware
DC
785
Davenport & Co
Virginia
ICP
786
Impact Capital Partners
Colorado
WAG
787
Winthrop Advisory Group
Massachusetts
PCG
788
Prosperity Consulting Group
Maryland
A
789
AlphaQuest
New York
BFA
790
Benedict Financial Advisors
Georgia
OIA
791
OneDigital Investment Advisors
Kansas
FCM
792
Fourpath Capital Management
Oklahoma
FWP
793
Family Wealth Partners
North Carolina
PPW
794
Parcion Private Wealth
Washington
PFWA
795
Paces Ferry Wealth Advisors
Georgia
PE
796
PCM Encore
Colorado
IFG
797
Independent Financial Group
California
SOW
798
State of Wyoming
Wyoming
CC
799
Centiva Capital
New York
LS
800
Livforsakringsbolaget Skandia
Sweden