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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

63% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 178

14% more call options, than puts

Call options by funds: $268M | Put options by funds: $234M

3.13% more ownership

Funds ownership: 89.9%93.03% (+3.1%)

10% less funds holding

Funds holding: 745674 (-71)

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
-71
Holders Change %
-9.53%
% of All Funds
8.3%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
117
Increased
290
Reduced
178
Closed
171
Calls
$268M
Puts
$234M
Net Calls
+$33.6M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FAMI
826
Fideuram Asset Management (Ireland)
-$6.22K -9 Closed
CH
827
Cromwell Holdings
Wyoming
-$3.21K -8 Closed
NSIM
828
North Star Investment Management
Illinois
-$2.81K -7 Closed
SRCM
829
Signature Resources Capital Management
California
-$2.81K -7 Closed
CIAS
830
CBIZ Investment Advisory Services
Ohio
-$2.41K -6 Closed
VNA
831
Valley National Advisers
Pennsylvania
-$2K -6 Closed
BCM
832
Blume Capital Management
California
-$1.61K -4 Closed
MHR
833
Matthew Hamilton Rosenberg
-$1.6K -4 Closed
NRG
834
Nemes Rush Group
Michigan
-$1.2K -3 Closed
OC
835
Optima Capital
Oregon
-$1.2K -3 Closed
WW
836
Winnow Wealth
Texas
-$1.21K -3 Closed
FNWA
837
Financial Network Wealth Advisors
Utah
-$803 -2 Closed
SGK
838
Steigerwald Gordon & Koch
Virginia
-$803 -2 Closed
SHIM
839
Stone House Investment Management
Pennsylvania
-$803 -2 Closed
WWA
840
Wealth Watch Advisors
Colorado
-$803 -2 Closed
WA
841
Whipplewood Advisors
Colorado
-$803 -2 Closed
WAG
842
Wiser Advisor Group
Arizona
-$803 -2 Closed
ANBT
843
American National Bank & Trust
Texas
-$401 -1 Closed
AGWCA
844
Annis Gardner Whiting Capital Advisors
Florida
-$402 -1 Closed