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Hagerty

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$168K -$2.41K -267 -1%
Marshall Wace
52
Marshall Wace
United Kingdom
$148K +$148K +16,333 New
Zurich Cantonal Bank
53
Zurich Cantonal Bank
Switzerland
$146K
MIA
54
MeadowBrook Investment Advisors
Michigan
$138K
HF
55
HRT Financial
New York
$118K +$118K +13,072 New
VF
56
Virtu Financial
New York
$108K +$108K +11,951 New
SPIA
57
Steward Partners Investment Advisory
New York
$101K +$7.5K +830 +8%
Universal-Beteiligungs- und Servicegesellschaft
58
Universal-Beteiligungs- und Servicegesellschaft
Germany
$92.6K +$92.6K +10,239 New
CI
59
CAZ Investments
Texas
$90K
GC
60
Globeflex Capital
California
$84.5K
Bank of America
61
Bank of America
North Carolina
$52.8K +$18.9K +2,095 +56%
AA
62
Ancora Advisors
Ohio
$42.6K
Citigroup
63
Citigroup
New York
$33.6K +$21.2K +2,346 +172%
KK
64
KLP Kapitalforvaltning
Norway
$28.9K
HNB
65
Huntington National Bank
Ohio
$28K
Comerica Bank
66
Comerica Bank
Texas
$27.9K -$65.1K -7,200 -70%
GWM
67
Geneos Wealth Management
Colorado
$18.1K +$9.04K +1,000 +100%
TCOV
68
Trust Company of Vermont
Vermont
$11.8K
CFFP
69
Center for Financial Planning
Michigan
$11.6K
EWA
70
EverSource Wealth Advisors
Alabama
$10.8K +$1.62K +179 +18%
CWM
71
Compass Wealth Management
Connecticut
$10.5K +$9.04K +1,000 +606%
BTI
72
Blue Trust Inc
Georgia
$10.3K
GKIM
73
GW&K Investment Management
Massachusetts
$9K
Deutsche Bank
74
Deutsche Bank
Germany
$8.07K
MHIP
75
Mountain Hill Investment Partners
New Jersey
$7.23K