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Hagerty
HGTY

Overview Fund Activity

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.

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
$733K
Puts
$1K
Net Calls
+$732K
Net Calls Change
+$117K

Top Buyers

1
GRIM
1
Greenhaven Road Investment Management
Connecticut
$18.3M
2
PCH
2
Polar Capital Holdings
United Kingdom
$53.8M
3
SC
3
Scholtz & Company
Connecticut
$2.43M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$56.2M
5
PM
5
Pembroke Management
Quebec, Canada
$10M

Top Sellers

1
FAM
1
Fenimore Asset Management
New York
$0
2
GAMC
2
Garner Asset Management Corp
Texas
$0
3
GC
3
Garde Capital
Washington
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$150K
5
CIM
5
Confluence Investment Management
Missouri
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
76
Sierra Ocean
California
$1.23K 122 – –
BTI
77
Blue Trust Inc
Georgia
$1.06K 105 -1,038 -91%
Wells Fargo
78
Wells Fargo
California
$1.01K 100 +100 New
ACM
79
Aster Capital Management
United Arab Emirates
$748 74 +74 New
BFS
80
Bare Financial Services
Pennsylvania
$536 53 +53 New
PWM
81
Parkworth Wealth Management
California
$303 30 +30 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$263 26 – –
FFO
83
Fortitude Family Office
Arizona
$71 7 +7 New
CFFP
84
Center for Financial Planning
Michigan
$31 3 -1,275 -100%
HIA
85
HFM Investment Advisors
New Jersey
$20 2 +1 +100%
BHWM
86
Bay Harbor Wealth Management
Maryland
$20 2 +1 +100%
RWM
87
Rialto Wealth Management
New York
$11 1 +1 New
SS
88
SBI Securities
Japan
$10 1 +1 New
FAM
89
Fenimore Asset Management
New York
– – -498,986 Closed
GAMC
90
Garner Asset Management Corp
Texas
– – -321,825 Closed
GC
91
Garde Capital
Washington
– – -103,960 Closed
PP
92
PDT Partners
New York
– – -20,206 Closed
HF
93
HRT Financial
New York
– – -13,072 Closed
VF
94
Virtu Financial
New York
– – -11,951 Closed
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
– – -10,239 Closed
CWM
96
Compass Wealth Management
Connecticut
– – -1,165 Closed
MHIP
97
Mountain Hill Investment Partners
New Jersey
– – -800 Closed
CWM
98
Consultiva Wealth Management
Puerto Rico
– – -750 Closed
PGAM
99
Princeton Global Asset Management
New Jersey
– – -150 Closed
CCM
100
Coldstream Capital Management
Washington
– – -56 Closed
1 2 3
4
5