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HCI Group

278 hedge funds and large institutions have $1.49B invested in HCI Group in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $6.25M | Put options by funds: $1.85M

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

0% more funds holding

Funds holding: 278278 (0)

1% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 87

5.09% less ownership

Funds ownership: 79.46%74.37% (-5.1%)

24% less capital invested

Capital invested by funds: $1.97B → $1.49B (-$478M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
278
Holders Change
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
51
Increased
86
Reduced
87
Closed
46
Calls
$6.25M
Puts
$1.85M
Net Calls
+$4.39M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
226
Signature Equity Partners
Ohio
$35.5K +$4.58K +28 +14%
SWP
227
Strategic Wealth Partners
Ohio
$25.7K +$27.2K +166 New
QC
228
Quent Capital
New York
$24.7K
US Bancorp
229
US Bancorp
Minnesota
$22.9K -$2.46K -15 -9%
SL
230
Salomon & Ludwin
Virginia
$20.7K +$12K +73 +118%
EP
231
Essential Partners
California
$18.2K -$655 -4 -3%
HCA
232
Harbor Capital Advisors
Illinois
$15K +$5.08K +31 +49%
KAS
233
Kemnay Advisory Services
New York
$11.3K +$12K +73 New
SAM
234
Smartleaf Asset Management
Massachusetts
$11K -$8.84K -54 -43%
HFS
235
Hantz Financial Services
Michigan
$10K +$819 +5 +8%
UB
236
UMB Bank
Missouri
$9.59K +$2.13K +13 +27%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$8.19K
RIL
238
Rothschild Investment LLC
Illinois
$8.19K +$1.31K +8 +18%
C
239
Covestor
United Kingdom
$8K -$327 -2 -4%
TWD
240
True Wealth Design
Ohio
$7.58K -$655 -4 -8%
AF
241
Advisornet Financial
Minnesota
$6.67K +$7.04K +43 New
BWL
242
Bogart Wealth LLC
Virginia
$5.41K
AA
243
Ancora Advisors
Ohio
$5.26K
LWMI
244
Legacy Wealth Management (Idaho)
Idaho
$5.1K
VWA
245
Valued Wealth Advisors
Utah
$4.95K +$5.24K +32 New
MCM
246
MAI Capital Management
Ohio
$4.48K +$327 +2 +7%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$4.17K -$101K -619 -96%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$4.02K +$3.44K +21 +420%
BWA
249
Basecamp Wealth Advisors
Washington
$2.94K +$3.11K +19 New
SIS
250
Sound Income Strategies
Florida
$2.78K