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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
PTC
801
Private Trust Company
Ohio
WC
802
Wexford Capital
Florida
DT
803
DV Trading
Illinois
CFG
804
CKW Financial Group
Hawaii
P8IP
805
Pier 88 Investment Partners
California
HCM
806
Hollencrest Capital Management
California
CSPIA
807
Cary Street Partners Investment Advisory
Virginia
BOJHT
808
Bank of Jackson Hole Trust
Wyoming
TPBG
809
Turning Point Benefit Group
Maryland
LAS
810
Lloyd Advisory Services
Georgia
GSWM
811
Golden State Wealth Management
California
SA
812
SRH Advisors
Kansas
GWM
813
Greenline Wealth Management
Florida
GXJ
814
Global X Japan
Japan
HPC
815
HM Payson & Co
Maine
QA
816
Quattro Advisors
Pennsylvania
CHC
817
City Holding Co
West Virginia
CWP
818
Concord Wealth Partners
Virginia
EW
819
Elyxium Wealth
California
HFS
820
Hantz Financial Services
Michigan
SA
821
Strategic Advocates
Utah
IIM
822
IFC & Insurance Marketing
California
CIA
823
Cape Investment Advisory
Georgia
FAMI
824
Fideuram Asset Management (Ireland)
CH
825
Cromwell Holdings
Wyoming