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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.

New
Increased
Maintained
Reduced
Closed
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
$971K
Puts
$1K
Net Calls
+$970K
Net Calls Change
+$355K

Top Buyers

1
GRIM
Greenhaven Road Investment Management
Connecticut
+$4.56M
2
PCH
Polar Capital Holdings
United Kingdom
+$3.23M
3
SC
Scholtz & Company
Connecticut
+$2.43M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$896K
5
PM
Pembroke Management
Quebec, Canada
+$564K

Top Sellers

1
FAM
Fenimore Asset Management
New York
-$4.51M
2
GAMC
Garner Asset Management Corp
Texas
-$2.91M
3
GC
Garde Capital
Washington
-$940K
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$379K
5
CIM
Confluence Investment Management
Missouri
-$369K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$835K +$1.81K +179 +0.2%
Raymond James Financial
27
Raymond James Financial
Florida
$785K -$116K -11,443 -13%
Morgan Stanley
28
Morgan Stanley
New York
$758K +$93K +9,194 +14%
TI
29
Trexquant Investment
Connecticut
$725K -$136K -13,461 -16%
Swiss National Bank
30
Swiss National Bank
Switzerland
$618K – – –
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$598K +$371K +36,647 +163%
1CP
32
17 Capital Partners
Arizona
$556K – – –
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$550K +$550K +54,380 New
Millennium Management
34
Millennium Management
New York
$378K +$154K +15,222 +69%
VA
35
Vident Advisory
Georgia
$362K -$84.7K -8,375 -19%
Ameriprise
36
Ameriprise
Minnesota
$333K -$16.5K -1,632 -5%
Barclays
37
Barclays
United Kingdom
$321K -$888 -88 -0.3%
Citigroup
38
Citigroup
New York
$310K +$272K +26,929 +725%
MIM
39
Meixler Investment Management
Arizona
$296K +$1.92K +190 +0.7%
EIP
40
Epoch Investment Partners
New York
$290K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$275K -$27.7K -2,756 -9%
CC
42
Corton Capital
Ontario, Canada
$273K +$273K +27,007 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$253K – – –
Legal & General Group
44
Legal & General Group
United Kingdom
$241K -$13.1K -1,296 -5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$234K – – –
Marshall Wace
46
Marshall Wace
United Kingdom
$227K +$61.4K +6,072 +37%
GFG
47
Goldstone Financial Group
Illinois
$191K – – –
PPA
48
Painted Porch Advisors
California
$188K – – –
Bank of New York Mellon
49
Bank of New York Mellon
New York
$183K -$4.23K -418 -2%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$150K -$379K -37,634 -72%
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