Hagerty
HGTY
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.
97,000% more call options, than puts
Call options by funds: $971K | Put options by funds: $1K
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
12% more capital invested
Capital invested by funds: $685M → $769M (+$83.9M)
1% more funds holding
Funds holding: 88 → 89 (+1)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.35% less ownership
Funds ownership: 84.22% → 83.87% (-0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$4.2M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$2.97M |
| 3 |
SC
Scholtz & Company
Stamford,
Connecticut
|
+$2.24M |
| 4 |
Neuberger Berman Group
New York
|
+$826K |
| 5 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$4.51M |
| 2 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$2.91M |
| 3 |
GC
Garde Capital
Seattle,
Washington
|
-$940K |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$351K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$340K |
HGTY Hedge Fund Activity: Q2 2025 in Review
89 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q2 2025, worth a combined $769M — up 12% from $685M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HGTY positions and 13 closed out — a net gain of 2 holders — while 27 added to existing stakes and 26 trimmed.
The largest buyer was Greenhaven Road Investment Management, adding an estimated $4.2M. The largest seller was Fenimore Asset Management, exiting entirely with an estimated $4.51M sold.
- 89 institutional investors held Hagerty (HGTY) as of Q2 2025, up from 88 in Q1 2025.
- Funds reported $769M of Hagerty stock for Q2 2025, up 12% quarter-over-quarter.
- 15 funds opened new Hagerty positions in Q2 2025 and 13 closed out, a net change of +2 holders.
- The largest Hagerty buyer in Q2 2025 was Greenhaven Road Investment Management, an estimated $4.2M added.
- The largest Hagerty seller in Q2 2025 was Fenimore Asset Management, an estimated $4.51M sold.
Based on aggregated 13F filings for Q2 2025.