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HCI Group

253 hedge funds and large institutions have $1.54B invested in HCI Group in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,018% more call options, than puts

Call options by funds: $76.7M | Put options by funds: $3.62M

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

47% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 73

8% more funds holding

Funds holding: 235253 (+18)

6% more capital invested

Capital invested by funds: $1.45B → $1.54B (+$91.8M)

2.47% less ownership

Funds ownership: 90.2%87.73% (-2.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
253
Holders Change
+18
Holders Change %
+7.66%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
49
Increased
107
Reduced
73
Closed
29
Calls
$76.7M
Puts
$3.62M
Net Calls
+$73.1M
Net Calls Change
+$51.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
226
Vermillion & White Wealth Management Group
Pennsylvania
$4.41K -$768 -5 -15%
EP
227
Essential Partners
California
$4.26K +$4.3K +28 New
IA
228
IFP Advisors
Florida
$4.26K
AF
229
Allworth Financial
California
$3.92K +$3.22K +21 +420%
MCM
230
MAI Capital Management
Ohio
$3.5K +$3.53K +23 New
TWD
231
True Wealth Design
Ohio
$3.2K
SCM
232
Sterling Capital Management
North Carolina
$3.2K +$1.84K +12 +133%
Bessemer Group
233
Bessemer Group
New Jersey
$2K
GWM
234
Geneos Wealth Management
Colorado
$1.83K -$2.76K -18 -60%
WA
235
WPG Advisers
Maryland
$1.67K
RIL
236
Rothschild Investment LLC
Illinois
$1.52K +$768 +5 +100%
PS
237
Principal Securities
Iowa
$1.37K +$1.38K +9 New
VCM
238
Versant Capital Management
Arizona
$1.22K -$921 -6 -43%
CIAM
239
Caitong International Asset Management
Hong Kong
$1.22K +$1.07K +7 +700%
HFS
240
Hantz Financial Services
Michigan
$1K +$614 +4 New
CT
241
Clearstead Trust
Maine
$914 +$921 +6 New
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$761
PFBT
243
Parkside Financial Bank & Trust
Missouri
$761
SC
244
SouthState Corp
Florida
$761
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$761 +$461 +3 +150%
AGWCA
246
Annis Gardner Whiting Capital Advisors
Florida
$609 +$614 +4 New
Jones Financial Companies
247
Jones Financial Companies
Missouri
$453 +$461 +3 New
LFG
248
Larson Financial Group
Missouri
$304 +$154 +1 +100%
TIM
249
Tortoise Investment Management
New York
$304 +$307 +2 New
AWM
250
Abound Wealth Management
Tennessee
$153

HCI Hedge Fund Activity: Q2 2025 in Review

253 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q2 2025, worth a combined $1.54B — up 6.3% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HCI positions and 29 closed out — a net gain of 20 holders — while 107 added to existing stakes and 73 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19.5M. The largest seller was Wasatch Advisors, cutting an estimated $33.3M.

  • 253 institutional investors held HCI Group (HCI) as of Q2 2025, up from 235 in Q1 2025.
  • Funds reported $1.54B of HCI Group stock for Q2 2025, up 6.3% quarter-over-quarter.
  • 49 funds opened new HCI Group positions in Q2 2025 and 29 closed out, a net change of +20 holders.
  • The largest HCI Group buyer in Q2 2025 was Wellington Management Group, an estimated $19.5M added.
  • The largest HCI Group seller in Q2 2025 was Wasatch Advisors, an estimated $33.3M sold.

Based on aggregated 13F filings for Q2 2025.