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