Hagerty
HGTY
98 hedge funds and large institutions have $1.08B invested in Hagerty in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.
192% more call options, than puts
Call options by funds: $848K | Put options by funds: $290K
150% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 16
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
40% more capital invested
Capital invested by funds: $769M → $1.08B (+$311M)
14.79% more ownership
Funds ownership: 83.87% → 98.65% (+15%)
10% more funds holding
Funds holding: 89 → 98 (+9)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$57.2M |
| 2 |
Neuberger Berman Group
New York
|
+$27.6M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$14M |
| 4 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$9.45M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$951K |
| 2 |
UBS AM
Chicago,
Illinois
|
-$479K |
| 3 |
Two Sigma Advisers
New York
|
-$397K |
| 4 |
Millennium Management
New York
|
-$378K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$333K |
HGTY Hedge Fund Activity: Q3 2025 in Review
98 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q3 2025, worth a combined $1.08B — up 40% from $769M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HGTY positions and 8 closed out — a net gain of 10 holders — while 40 added to existing stakes and 16 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $57.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $951K sold.
- 98 institutional investors held Hagerty (HGTY) as of Q3 2025, up from 89 in Q2 2025.
- Funds reported $1.08B of Hagerty stock for Q3 2025, up 40% quarter-over-quarter.
- 18 funds opened new Hagerty positions in Q3 2025 and 8 closed out, a net change of +10 holders.
- The largest Hagerty buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $57.2M added.
- The largest Hagerty seller in Q3 2025 was Citadel Advisors, an estimated $951K sold.
Based on aggregated 13F filings for Q3 2025.