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HCI Group

235 hedge funds and large institutions have $1.45B invested in HCI Group in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 63 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,511% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $1.45M

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $1.09B → $1.45B (+$361M)

18% more funds holding

Funds holding: 200235 (+35)

1.58% more ownership

Funds ownership: 88.62%90.2% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

28% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 87

Holders
235
Holders Change
+35
Holders Change %
+17.5%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
53
Increased
63
Reduced
87
Closed
15
Calls
$23.3M
Puts
$1.45M
Net Calls
+$21.9M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$11.5M -$23.8K -188 -0.2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.4M -$415K -3,271 -4%
Marshall Wace
28
Marshall Wace
United Kingdom
$11.4M -$2.02M -15,927 -17%
BWM
29
Base Wealth Management
Florida
$9.75M +$8.28M +65,327 New
Principal Financial Group
30
Principal Financial Group
Iowa
$9.2M +$169K +1,332 +2%
Renaissance Technologies
31
Renaissance Technologies
New York
$8.82M -$2.4M -18,900 -24%
Bank of America
32
Bank of America
North Carolina
$8.03M +$2.15M +16,967 +46%
BCA
33
Bernzott Capital Advisors
California
$8.03M -$2.91M -22,969 -30%
Creative Planning
34
Creative Planning
Kansas
$7.77M +$12.4K +98 +0.2%
FCM
35
FJ Capital Management
Virginia
$7.29M -$1.7M -13,380 -21%
Federated Hermes
36
Federated Hermes
Pennsylvania
$6.18M -$9K -71 -0.2%
Citadel Advisors
37
Citadel Advisors
Florida
$5.69M +$4.69M +37,005 +3,240%
WCF
38
West Coast Financial
California
$5.2M -$179K -1,410 -4%
GLA
39
Great Lakes Advisors
Illinois
$5.06M -$167K -1,316 -4%
AssetMark Inc
40
AssetMark Inc
California
$4.94M +$324K +2,558 +8%
Ameriprise
41
Ameriprise
Minnesota
$4.85M -$692K -5,454 -14%
EGI
42
EAM Global Investors
California
$4.57M +$3.88M +30,601 New
Raymond James Financial
43
Raymond James Financial
Florida
$4.53M +$896K +7,063 +30%
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.5M -$14.5K -114 -0.4%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$4.41M +$3.75M +29,566 New
JAM
46
Jupiter Asset Management
United Kingdom
$4.37M -$115K -904 -3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$4.25M +$1.47M +11,617 +69%
JP Morgan Chase
48
JP Morgan Chase
New York
$4.19M -$4.12M -32,488 -54%
EI
49
EAM Investors
California
$4.07M +$3.46M +27,261 New
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.03M +$736K +5,805 +27%

HCI Hedge Fund Activity: Q1 2025 in Review

235 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in HCI Group (HCI) for Q1 2025, worth a combined $1.45B — up 33% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HCI positions and 15 closed out — a net gain of 38 holders — while 63 added to existing stakes and 87 trimmed.

The largest buyer was American Century Companies, adding an estimated $36.1M. The largest seller was Goldman Sachs, cutting an estimated $7.57M.

  • 235 institutional investors held HCI Group (HCI) as of Q1 2025, up from 200 in Q4 2024.
  • Funds reported $1.45B of HCI Group stock for Q1 2025, up 33% quarter-over-quarter.
  • 53 funds opened new HCI Group positions in Q1 2025 and 15 closed out, a net change of +38 holders.
  • The largest HCI Group buyer in Q1 2025 was American Century Companies, an estimated $36.1M added.
  • The largest HCI Group seller in Q1 2025 was Goldman Sachs, an estimated $7.57M sold.

Based on aggregated 13F filings for Q1 2025.