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Hagerty

116 hedge funds and large institutions have $955M invested in Hagerty in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0.34% more ownership

Funds ownership: 89.41%89.75% (+0.34%)

0% more funds holding

Funds holding: 116116 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

21% less capital invested

Capital invested by funds: $1.21B → $955M (-$253M)

70% less call options, than puts

Call options by funds: $117K | Put options by funds: $393K

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
31
Reduced
36
Closed
18
Calls
$117K
Puts
$393K
Net Calls
-$276K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
MCI
76
MRP Capital Investments
Georgia
$52.6K +$58.4K +5,000 New
AA
77
Ancora Advisors
Ohio
$47.2K
Deutsche Bank
78
Deutsche Bank
Germany
$46.1K
EWA
79
EverSource Wealth Advisors
Alabama
$32.3K +$18.6K +1,591 +107%
IA
80
IFP Advisors
Florida
$32.2K -$362 -31 -1%
JP Morgan Chase
81
JP Morgan Chase
New York
$26.4K -$212K -18,154 -88%
Citigroup
82
Citigroup
New York
$20.3K +$15.2K +1,304 +209%
CFFP
83
Center for Financial Planning
Michigan
$15.8K +$17.5K +1,500 +50,000%
Osaic Holdings
84
Osaic Holdings
Arizona
$14.4K -$21.8K -1,868 -58%
GKIM
85
GW&K Investment Management
Massachusetts
$11K
GWM
86
Geneos Wealth Management
Colorado
$10.5K
TRCT
87
Tower Research Capital (TRC)
New York
$5.51K +$6.11K +523 New
FFA
88
Farther Finance Advisors
California
$5.42K -$339 -29 -5%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$5.2K -$2.33K -200 -29%
Simplex Trading
90
Simplex Trading
Illinois
$3.47K +$3.85K +330 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$3.32K +$502 +43 +16%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$2.71K -$17.2K -1,477 -85%
AUB
93
Atlantic Union Bankshares
Virginia
$1.58K
BFS
94
Bare Financial Services
Pennsylvania
$1.58K -$1.09K -93 -38%
AF
95
Allworth Financial
California
$1.24K +$1.02K +87 +281%
Wells Fargo
96
Wells Fargo
California
$1.06K -$8.55K -732 -88%
S
97
SignatureFD
Georgia
$1.01K +$1.12K +96 New
RFP
98
Root Financial Partners
California
$779 -$117 -10 -12%
BTI
99
Blue Trust Inc
Georgia
$706 +$105 +9 +16%
MCM
100
MAI Capital Management
Ohio
$601 +$665 +57 New