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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
American Century Companies
51
American Century Companies
Missouri
$326K +$361K +30,914 New
VAM
52
Vanguard Asset Management
$322K +$357K +30,538 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$290K -$3.19K -273 -1%
MIM
54
Meixler Investment Management
Arizona
$288K -$33.3K -2,850 -10%
SSA
55
Schonfeld Strategic Advisors
New York
$267K -$15.9K -1,360 -5%
Barclays
56
Barclays
United Kingdom
$267K
AQR Capital Management
57
AQR Capital Management
Connecticut
$228K -$20.2K -1,734 -7%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$226K
YMRC
59
Yorktown Management & Research Company
Virginia
$212K
PPA
60
Painted Porch Advisors
California
$196K
Legal & General Group
61
Legal & General Group
United Kingdom
$189K -$79.8K -6,839 -28%
KK
62
KLP Kapitalforvaltning
Norway
$178K
XT
63
XTX Topco
Cayman Islands
$178K +$197K +16,869 New
VGA
64
Vanguard Global Advisers
Pennsylvania
$161K +$178K +15,266 New
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$157K
SPIA
66
Steward Partners Investment Advisory
New York
$141K +$4.75K +407 +3%
VIA
67
Vanguard Investments Australia
Australia
$140K +$155K +13,277 New
Citadel Advisors
68
Citadel Advisors
Florida
$133K -$300K -25,700 -67%
Victory Capital Management
69
Victory Capital Management
Texas
$117K +$315 +27 +0.2%
ASRS
70
Arizona State Retirement System
Arizona
$116K -$1.67K -143 -1%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115K +$127K +10,881 New
WCM Investment Management
72
WCM Investment Management
California
$105K
CI
73
CAZ Investments
Texas
$79K
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$70.2K -$7.48K -641 -9%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$61.6K