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Hagerty
HGTY

Overview Fund Activity

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
Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.2%
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

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.72M
2
GAMC
Garner Asset Management Corp
Texas
+$2.91M
3
GRIM
Greenhaven Road Investment Management
Connecticut
+$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
+$568K
5
LC
Lincoln Capital
Nebraska
+$520K

Top Sellers

1
FAM
Fenimore Asset Management
New York
-$4.08M
2
Renaissance Technologies
Renaissance Technologies
New York
-$408K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$272K
4
EIP
Epoch Investment Partners
New York
-$253K
5
Jane Street
Jane Street
New York
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$805K -$18K -1,989 -2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$783K +$222K +24,550 +40%
TI
28
Trexquant Investment
Connecticut
$770K -$109K -12,075 -12%
Northern Trust
29
Northern Trust
Illinois
$745K -$3.25K -360 -0.4%
Morgan Stanley
30
Morgan Stanley
New York
$595K -$58.1K -6,426 -9%
UBS AM
31
UBS AM
Illinois
$580K – – –
Swiss National Bank
32
Swiss National Bank
Switzerland
$552K +$73.2K +8,100 +15%
1CP
33
17 Capital Partners
Arizona
$497K – – –
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$472K -$37.1K -4,127 -7%
VA
35
Vident Advisory
Georgia
$400K -$224K -24,748 -36%
Goldman Sachs
36
Goldman Sachs
New York
$338K +$67.4K +7,459 +25%
Ameriprise
37
Ameriprise
Minnesota
$313K +$20.3K +2,250 +7%
Barclays
38
Barclays
United Kingdom
$288K +$7.96K +881 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$272K -$4.25K -471 -2%
MIM
40
Meixler Investment Management
Arizona
$263K +$5.7K +630 +2%
EIP
41
Epoch Investment Partners
New York
$260K -$253K -27,963 -49%
Legal & General Group
42
Legal & General Group
United Kingdom
$227K – – –
HSBC Holdings
43
HSBC Holdings
United Kingdom
$226K -$3.45K -379 -2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$210K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$206K -$57.5K -6,362 -22%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$204K -$61.3K -6,786 -23%
Millennium Management
47
Millennium Management
New York
$201K -$187K -20,647 -48%
PP
48
PDT Partners
New York
$183K -$60.2K -6,658 -25%
GFG
49
Goldstone Financial Group
Illinois
$169K – – –
PPA
50
Painted Porch Advisors
California
$168K – – –
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