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Hagerty

88 hedge funds and large institutions have $685M invested in Hagerty in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,196% more call options, than puts

Call options by funds: $643K | Put options by funds: $28K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.7% more ownership

Funds ownership: 83.52%84.22% (+0.7%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

2% less funds holding

Funds holding: 9088 (-2)

6% less capital invested

Capital invested by funds: $726M → $685M (-$40.4M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
25
Reduced
26
Closed
11
Calls
$643K
Puts
$28K
Net Calls
+$615K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$805K -$19.3K -1,989 -2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$783K +$238K +24,550 +40%
TI
28
Trexquant Investment
Connecticut
$770K -$117K -12,075 -12%
Northern Trust
29
Northern Trust
Illinois
$745K -$3.49K -360 -0.4%
Morgan Stanley
30
Morgan Stanley
New York
$595K -$62.3K -6,426 -9%
UBS AM
31
UBS AM
Illinois
$580K
Swiss National Bank
32
Swiss National Bank
Switzerland
$552K +$78.5K +8,100 +15%
1CP
33
17 Capital Partners
Arizona
$497K
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$472K -$40K -4,127 -7%
VA
35
Vident Advisory
Georgia
$400K -$240K -24,748 -36%
Goldman Sachs
36
Goldman Sachs
New York
$338K +$72.3K +7,459 +25%
Ameriprise
37
Ameriprise
Minnesota
$313K +$21.8K +2,250 +7%
Barclays
38
Barclays
United Kingdom
$288K +$8.54K +881 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$272K -$4.57K -471 -2%
MIM
40
Meixler Investment Management
Arizona
$263K +$6.11K +630 +2%
EIP
41
Epoch Investment Partners
New York
$260K -$271K -27,963 -49%
Legal & General Group
42
Legal & General Group
United Kingdom
$227K
HSBC Holdings
43
HSBC Holdings
United Kingdom
$226K -$3.67K -379 -2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$210K
JP Morgan Chase
45
JP Morgan Chase
New York
$206K -$61.7K -6,362 -22%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$204K -$65.8K -6,786 -23%
Millennium Management
47
Millennium Management
New York
$201K -$200K -20,647 -48%
PP
48
PDT Partners
New York
$183K -$64.6K -6,658 -25%
GFG
49
Goldstone Financial Group
Illinois
$169K
PPA
50
Painted Porch Advisors
California
$168K

HGTY Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q1 2025, worth a combined $685M — down 5.6% from $726M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HGTY and 9 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 25 added.

The largest buyer was Neuberger Berman Group, adding an estimated $7.21M. The largest seller was Fenimore Asset Management, cutting an estimated $4.38M.

  • 88 institutional investors held Hagerty (HGTY) as of Q1 2025, down from 90 in Q4 2024.
  • Funds reported $685M of Hagerty stock for Q1 2025, down 5.6% quarter-over-quarter.
  • 9 funds opened new Hagerty positions in Q1 2025 and 11 closed out, a net change of -2 holders.
  • The largest Hagerty buyer in Q1 2025 was Neuberger Berman Group, an estimated $7.21M added.
  • The largest Hagerty seller in Q1 2025 was Fenimore Asset Management, an estimated $4.38M sold.

Based on aggregated 13F filings for Q1 2025.