HUBS icon

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