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