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Hagerty

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
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
51
MeadowBrook Investment Advisors
Michigan
$149K -$4.85K -480 -3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$140K -$90K -8,901 -39%
Goldman Sachs
53
Goldman Sachs
New York
$140K -$238K -23,569 -63%
SPIA
54
Steward Partners Investment Advisory
New York
$118K +$4.74K +469 +4%
KK
55
KLP Kapitalforvaltning
Norway
$106K +$73.8K +7,300 +228%
CI
56
CAZ Investments
Texas
$101K
GC
57
Globeflex Capital
California
$94.5K
Bank of America
58
Bank of America
North Carolina
$86.7K +$27.6K +2,726 +47%
Group One Trading
59
Group One Trading
Illinois
$81.9K +$81.9K +8,100 New
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$59.1K -$104K -10,296 -64%
AA
61
Ancora Advisors
Ohio
$47.7K
Deutsche Bank
62
Deutsche Bank
Germany
$44.3K +$35.2K +3,485 +390%
HNB
63
Huntington National Bank
Ohio
$31.4K
Comerica Bank
64
Comerica Bank
Texas
$31.2K
IA
65
IFP Advisors
Florida
$30.3K +$30.3K +3,000 New
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$19.6K +$15.5K +1,534 +384%
TCOV
67
Trust Company of Vermont
Vermont
$13.1K
GWM
68
Geneos Wealth Management
Colorado
$10.1K -$10.1K -1,000 -50%
GKIM
69
GW&K Investment Management
Massachusetts
$10K
EWA
70
EverSource Wealth Advisors
Alabama
$9.72K -$2.36K -233 -20%
TRCT
71
Tower Research Capital (TRC)
New York
$6.86K +$6.86K +678 New
Jones Financial Companies
72
Jones Financial Companies
Missouri
$4.07K
Osaic Holdings
73
Osaic Holdings
Arizona
$2.21K +$192 +19 +10%
AAS
74
Ameritas Advisory Services
Nebraska
$2.02K +$2.02K +200 New
AUB
75
Atlantic Union Bankshares
Virginia
$1.52K +$1.52K +150 New