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Hagerty

116 hedge funds and large institutions have $955M invested in Hagerty in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0.34% more ownership

Funds ownership: 89.41%89.75% (+0.34%)

0% more funds holding

Funds holding: 116116 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

21% less capital invested

Capital invested by funds: $1.21B → $955M (-$253M)

70% less call options, than puts

Call options by funds: $117K | Put options by funds: $393K

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
31
Reduced
36
Closed
18
Calls
$117K
Puts
$393K
Net Calls
-$276K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.49M +$306K +26,210 +23%
CIM
27
Confluence Investment Management
Missouri
$1.48M -$655K -56,079 -28%
Raymond James Financial
28
Raymond James Financial
Florida
$1.33M +$71K +6,080 +5%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.22M -$353K -30,194 -21%
PCM
30
Palisade Capital Management
New Jersey
$1.16M +$635K +54,365 +97%
Brown Advisory
31
Brown Advisory
Maryland
$1.15M
Northern Trust
32
Northern Trust
Illinois
$1.11M +$16.3K +1,398 +1%
GCIA
33
Gabelli & Co Investment Advisers
New York
$1.09M
TD Asset Management
34
TD Asset Management
Ontario, Canada
$1.05M +$144K +12,328 +14%
Two Sigma Investments
35
Two Sigma Investments
New York
$964K -$12.9K -1,107 -1%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$911K +$72.1K +6,174 +8%
Swiss National Bank
37
Swiss National Bank
Switzerland
$835K
TI
38
Trexquant Investment
Connecticut
$682K -$590K -50,547 -44%
BVP
39
Bristlecone Value Partners
California
$633K +$24.8K +2,128 +4%
1CP
40
17 Capital Partners
Arizona
$577K -$2.74K -235 -0.4%
VA
41
Vident Advisory
Georgia
$571K -$7.69K -659 -1%
Millennium Management
42
Millennium Management
New York
$554K +$307K +26,339 +100%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$536K +$278K +23,800 +88%
EOJOAM
44
E. Ohman J:or Asset Management
Sweden
$481K +$533K +45,637 New
UBS AM
45
UBS AM
Illinois
$476K
Bank of New York Mellon
46
Bank of New York Mellon
New York
$418K +$14.1K +1,209 +3%
JSL
47
JT Stratford LLC
Georgia
$401K +$445K +38,112 New
Goldman Sachs
48
Goldman Sachs
New York
$353K -$262K -22,468 -40%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$352K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$351K +$389K +33,332 New