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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
BOSSRA
776
B.O.S.S. Retirement Advisors
Utah
-$263K -656 Closed
PWM
777
Perigon Wealth Management
California
-$254K -632 Closed
HAG
778
HighPoint Advisor Group
Illinois
-$248K -617 Closed
OHWP
779
Oak Harbor Wealth Partners
North Carolina
-$247K -616 Closed
LAM
780
LECAP Asset Management
United Kingdom
-$244K -607 Closed
C
781
Certuity
Florida
-$241K -600 Closed
AI
782
Accredited Investors
Minnesota
-$235K -586 Closed
PFM
783
Peak Financial Management
Massachusetts
-$233K -580 Closed
PCIA
784
Prime Capital Investment Advisors
Kansas
-$230K -573 Closed
TPWM
785
Twelve Points Wealth Management
Massachusetts
-$208K -560 Closed
RA
786
Riversedge Advisors
Delaware
-$213K -532 Closed
DC
787
Davenport & Co
Virginia
-$213K -531 Closed
ICP
788
Impact Capital Partners
Colorado
-$212K -528 Closed
WAG
789
Winthrop Advisory Group
Massachusetts
-$206K -525 Closed
PCG
790
Prosperity Consulting Group
Maryland
-$210K -523 Closed
A
791
AlphaQuest
New York
-$207K -517 Closed
BFA
792
Benedict Financial Advisors
Georgia
-$207K -515 Closed
OIA
793
OneDigital Investment Advisors
Kansas
-$205K -512 Closed
FCM
794
Fourpath Capital Management
Oklahoma
-$205K -511 Closed
FWP
795
Family Wealth Partners
North Carolina
-$205K -510 Closed
PPW
796
Parcion Private Wealth
Washington
-$203K -506 Closed
PFWA
797
Paces Ferry Wealth Advisors
Georgia
-$202K -503 Closed
PE
798
PCM Encore
Colorado
-$202K -503 Closed
IFG
799
Independent Financial Group
California
-$201K -502 Closed
SOW
800
State of Wyoming
Wyoming
-$181K -451 Closed