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Hagerty
HGTY

Overview Fund Activity

89 hedge funds and large institutions have $769M invested in Hagerty in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
27
Reduced
26
Closed
13
Calls
$733K
Puts
$1K
Net Calls
+$732K
Net Calls Change
+$117K

Top Buyers

1
GRIM
1
Greenhaven Road Investment Management
Connecticut
$18.3M
2
PCH
2
Polar Capital Holdings
United Kingdom
$53.8M
3
SC
3
Scholtz & Company
Connecticut
$2.43M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$56.2M
5
PM
5
Pembroke Management
Quebec, Canada
$10M

Top Sellers

1
FAM
1
Fenimore Asset Management
New York
$0
2
GAMC
2
Garner Asset Management Corp
Texas
$0
3
GC
3
Garde Capital
Washington
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$150K
5
CIM
5
Confluence Investment Management
Missouri
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$835K 82,558 +179 +0.2%
Raymond James Financial
27
Raymond James Financial
Florida
$785K 77,635 -11,443 -13%
Morgan Stanley
28
Morgan Stanley
New York
$758K 74,973 +9,194 +14%
TI
29
Trexquant Investment
Connecticut
$725K 71,721 -13,461 -16%
Swiss National Bank
30
Swiss National Bank
Switzerland
$618K 61,100 – –
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$598K 59,198 +36,647 +163%
1CP
32
17 Capital Partners
Arizona
$556K 55,000 – –
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$550K 54,380 +54,380 New
Millennium Management
34
Millennium Management
New York
$378K 37,424 +15,222 +69%
VA
35
Vident Advisory
Georgia
$362K 35,845 -8,375 -19%
Ameriprise
36
Ameriprise
Minnesota
$333K 32,968 -1,632 -5%
Barclays
37
Barclays
United Kingdom
$321K 31,793 -88 -0.3%
Citigroup
38
Citigroup
New York
$310K 30,641 +26,929 +725%
MIM
39
Meixler Investment Management
Arizona
$296K 29,295 +190 +0.7%
EIP
40
Epoch Investment Partners
New York
$290K 28,720 – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$275K 27,360 -2,756 -9%
CC
42
Corton Capital
Ontario, Canada
$273K 27,007 +27,007 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$253K 24,855 – –
Legal & General Group
44
Legal & General Group
United Kingdom
$241K 23,852 -1,296 -5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$234K 23,192 – –
Marshall Wace
46
Marshall Wace
United Kingdom
$227K 22,405 +6,072 +37%
GFG
47
Goldstone Financial Group
Illinois
$191K 18,732 – –
PPA
48
Painted Porch Advisors
California
$188K 18,638 – –
Bank of New York Mellon
49
Bank of New York Mellon
New York
$183K 18,142 -418 -2%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$150K 14,933 -37,634 -72%
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