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Hagerty
HGTY

116 hedge funds and large institutions have $1.21B invested in Hagerty in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

18% more funds holding

Funds holding: 98 → 116 (+18)

12% more capital invested

Capital invested by funds: $1.08B → $1.21B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.24% less ownership

Funds ownership: 98.65% → 89.41% (-9.2%)

17% less call options, than puts

Call options by funds: $269K | Put options by funds: $324K

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
116
Holders Change
+18
Holders Change %
+18.37%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
26
Reduced
33
Closed
9
Calls
$269K
Puts
$324K
Net Calls
-$55K
Net Calls Change
-$613K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.77M
2
NPT
National Philanthropic Trust
Pennsylvania
+$1.87M
3
Brown Advisory
Brown Advisory
Maryland
+$1.36M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$758K

Top Sellers

1
GAMC
Garner Asset Management Corp
Texas
-$3.39M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.91M
3
SFM
Soros Fund Management
New York
-$1.24M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$735K
5
CIM
Confluence Investment Management
Missouri
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
51
Schonfeld Strategic Advisors
New York
$359K +$172K +13,808 +107%
Millennium Management
52
Millennium Management
New York
$353K +$328K +26,269 New
Barclays
53
Barclays
United Kingdom
$340K -$50 -4 -0%
Legal & General Group
54
Legal & General Group
United Kingdom
$333K -$62.7K -5,024 -17%
AQR Capital Management
55
AQR Capital Management
Connecticut
$315K +$292K +23,409 New
HSBC Holdings
56
HSBC Holdings
United Kingdom
$292K – – –
JP Morgan Chase
57
JP Morgan Chase
New York
$278K +$249K +19,962 +2,796%
YMRC
58
Yorktown Management & Research Company
Virginia
$270K +$251K +20,100 New
DL
59
Dockside LLC
New York
$257K +$238K +19,103 New
PPA
60
Painted Porch Advisors
California
$250K – – –
KK
61
KLP Kapitalforvaltning
Norway
$227K +$79.9K +6,400 +61%
PA
62
PharVision Advisers
Florida
$201K +$186K +14,937 New
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$201K – – –
MIA
64
MeadowBrook Investment Advisors
Michigan
$199K – – –
KWM
65
Kingsview Wealth Management
Oregon
$181K +$2.9K +232 +2%
SPIA
66
Steward Partners Investment Advisory
New York
$175K – – –
OQS
67
Occudo Quantitative Strategies
Florida
$170K +$158K +12,649 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$152K +$141K +11,306 New
ASRS
69
Arizona State Retirement System
Arizona
$151K -$6.35K -509 -4%
Victory Capital Management
70
Victory Capital Management
Texas
$149K +$139K +11,103 New
WCM Investment Management
71
WCM Investment Management
California
$134K +$125K +10,023 New
GC
72
Globeflex Capital
California
$126K – – –
CI
73
CAZ Investments
Texas
$101K -$31.2K -2,500 -25%
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$81.8K +$91.2K +7,309 New
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$78.6K – – –
1 2
3
4 5

HGTY Hedge Fund Activity: Q4 2025 in Review

116 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q4 2025, worth a combined $1.21B — up 12% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HGTY positions and 9 closed out — a net gain of 20 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $2.77M. The largest seller was Garner Asset Management Corp, exiting entirely with an estimated $3.39M sold.

  • 116 institutional investors held Hagerty (HGTY) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $1.21B of Hagerty stock for Q4 2025, up 12% quarter-over-quarter.
  • 29 funds opened new Hagerty positions in Q4 2025 and 9 closed out, a net change of +20 holders.
  • The largest Hagerty buyer in Q4 2025 was Neuberger Berman Group, an estimated $2.77M added.
  • The largest Hagerty seller in Q4 2025 was Garner Asset Management Corp, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2025.