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Hagerty
HGTY

116 hedge funds and large institutions have $1.21B invested in Hagerty in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

18% more funds holding

Funds holding: 98 → 116 (+18)

12% more capital invested

Capital invested by funds: $1.08B → $1.21B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.24% less ownership

Funds ownership: 98.65% → 89.41% (-9.2%)

17% less call options, than puts

Call options by funds: $269K | Put options by funds: $324K

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
116
Holders Change
+18
Holders Change %
+18.37%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
26
Reduced
33
Closed
9
Calls
$269K
Puts
$324K
Net Calls
-$55K
Net Calls Change
-$613K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.77M
2
NPT
National Philanthropic Trust
Pennsylvania
+$1.87M
3
Brown Advisory
Brown Advisory
Maryland
+$1.36M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$758K

Top Sellers

1
GAMC
Garner Asset Management Corp
Texas
-$3.39M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.91M
3
SFM
Soros Fund Management
New York
-$1.24M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$735K
5
CIM
Confluence Investment Management
Missouri
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$1.61M +$66.2K +5,300 +5%
TI
27
Trexquant Investment
Connecticut
$1.55M +$35.8K +2,872 +3%
LPL Financial
28
LPL Financial
California
$1.55M +$41.5K +3,321 +3%
Brown Advisory
29
Brown Advisory
Maryland
$1.46M +$1.36M +109,000 New
Northern Trust
30
Northern Trust
Illinois
$1.4M -$14K -1,119 -1%
GCIA
31
Gabelli & Co Investment Advisers
New York
$1.39M – – –
Two Sigma Investments
32
Two Sigma Investments
New York
$1.25M +$295K +23,647 +34%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.18M -$374K -30,000 -25%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$1.18M – – –
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.08M +$1.26K +101 +0.1%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.07M +$32.5K +2,600 +3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.06M -$198K -15,900 -17%
BVP
38
Bristlecone Value Partners
California
$779K +$723K +57,965 New
PCM
39
Palisade Capital Management
New Jersey
$756K -$72.3K -5,792 -9%
Goldman Sachs
40
Goldman Sachs
New York
$753K +$469K +37,555 +203%
1CP
41
17 Capital Partners
Arizona
$739K – – –
VA
42
Vident Advisory
Georgia
$738K -$62.5K -5,007 -8%
UBS AM
43
UBS AM
Illinois
$608K – – –
Bank of New York Mellon
44
Bank of New York Mellon
New York
$518K +$206K +16,468 +75%
Citadel Advisors
45
Citadel Advisors
Florida
$515K +$478K +38,308 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$449K – – –
Jane Street
47
Jane Street
New York
$405K +$377K +30,168 New
MIM
48
Meixler Investment Management
Arizona
$391K -$187 -15 -0.1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$374K -$68.8K -5,509 -17%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$364K +$338K +27,100 New
1
2
3 4 5

HGTY Hedge Fund Activity: Q4 2025 in Review

116 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q4 2025, worth a combined $1.21B — up 12% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HGTY positions and 9 closed out — a net gain of 20 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $2.77M. The largest seller was Garner Asset Management Corp, exiting entirely with an estimated $3.39M sold.

  • 116 institutional investors held Hagerty (HGTY) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $1.21B of Hagerty stock for Q4 2025, up 12% quarter-over-quarter.
  • 29 funds opened new Hagerty positions in Q4 2025 and 9 closed out, a net change of +20 holders.
  • The largest Hagerty buyer in Q4 2025 was Neuberger Berman Group, an estimated $2.77M added.
  • The largest Hagerty seller in Q4 2025 was Garner Asset Management Corp, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2025.