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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.

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
$733K
Puts
$1K
Net Calls
+$732K
Net Calls Change
+$117K

Top Buyers

1
GRIM
1
Greenhaven Road Investment Management
Connecticut
$18.3M
2
PCH
2
Polar Capital Holdings
United Kingdom
$53.8M
3
SC
3
Scholtz & Company
Connecticut
$2.43M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$56.2M
5
PM
5
Pembroke Management
Quebec, Canada
$10M

Top Sellers

1
FAM
1
Fenimore Asset Management
New York
$0
2
GAMC
2
Garner Asset Management Corp
Texas
$0
3
GC
3
Garde Capital
Washington
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$150K
5
CIM
5
Confluence Investment Management
Missouri
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
MIA
51
MeadowBrook Investment Advisors
Michigan
$149K 14,780 -480 -3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$140K 13,876 -8,901 -39%
Goldman Sachs
53
Goldman Sachs
New York
$140K 13,814 -23,569 -63%
SPIA
54
Steward Partners Investment Advisory
New York
$118K 11,624 +469 +4%
KK
55
KLP Kapitalforvaltning
Norway
$106K 10,500 +7,300 +228%
CI
56
CAZ Investments
Texas
$101K 10,000 – –
GC
57
Globeflex Capital
California
$94.5K 9,344 – –
Bank of America
58
Bank of America
North Carolina
$86.7K 8,571 +2,726 +47%
Group One Trading
59
Group One Trading
Illinois
$81.9K 8,100 +8,100 New
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$59.1K 5,847 -10,296 -64%
AA
61
Ancora Advisors
Ohio
$47.7K 4,715 – –
Deutsche Bank
62
Deutsche Bank
Germany
$44.3K 4,378 +3,485 +390%
HNB
63
Huntington National Bank
Ohio
$31.4K 3,102 – –
Comerica Bank
64
Comerica Bank
Texas
$31.2K 3,082 – –
IA
65
IFP Advisors
Florida
$30.3K 3,000 +3,000 New
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$19.6K 1,934 +1,534 +384%
TCOV
67
Trust Company of Vermont
Vermont
$13.1K 1,300 – –
GWM
68
Geneos Wealth Management
Colorado
$10.1K 1,000 -1,000 -50%
GKIM
69
GW&K Investment Management
Massachusetts
$10K 1,025 – –
EWA
70
EverSource Wealth Advisors
Alabama
$9.72K 961 -233 -20%
TRCT
71
Tower Research Capital (TRC)
New York
$6.86K 678 +678 New
Jones Financial Companies
72
Jones Financial Companies
Missouri
$4.07K 400 – –
Osaic Holdings
73
Osaic Holdings
Arizona
$2.21K 219 +19 +10%
AAS
74
Ameritas Advisory Services
Nebraska
$2.02K 200 +200 New
AUB
75
Atlantic Union Bankshares
Virginia
$1.52K 150 +150 New
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3
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