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