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Hagerty
HGTY

Overview Fund Activity

88 hedge funds and large institutions have $685M invested in Hagerty in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
25
Reduced
26
Closed
11
Calls
$643K
Puts
$28K
Net Calls
+$615K
Net Calls Change
-$74K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.72M
2
GAMC
Garner Asset Management Corp
Texas
+$2.91M
3
GRIM
Greenhaven Road Investment Management
Connecticut
+$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
+$568K
5
LC
Lincoln Capital
Nebraska
+$520K

Top Sellers

1
FAM
Fenimore Asset Management
New York
-$4.08M
2
Renaissance Technologies
Renaissance Technologies
New York
-$408K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$272K
4
EIP
Epoch Investment Partners
New York
-$253K
5
Jane Street
Jane Street
New York
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Consultiva Wealth Management
Puerto Rico
$6.78K +$6.78K +750 New
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$3.62K -$74.8K -8,270 -95%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$3.6K – – –
Osaic Holdings
79
Osaic Holdings
Arizona
$1.81K +$1.36K +150 +300%
PGAM
80
Princeton Global Asset Management
New Jersey
$1.36K -$1.36K -150 -50%
SSB
81
Sandy Spring Bank
Maryland
$1.36K – – –
SO
82
Sierra Ocean
California
$1.1K – – –
CCM
83
Coldstream Capital Management
Washington
$507 +$507 +56 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$235 -$5.6K -620 -96%
GFPC
85
Global Financial Private Client
Florida
$36 +$27 +3 +300%
HIA
86
HFM Investment Advisors
New Jersey
$10 +$10 +1 New
BHWM
87
Bay Harbor Wealth Management
Maryland
$9 +$9 +1 New
Jane Street
88
Jane Street
New York
– -$230K -23,818 Closed
LAM
89
Lakewood Asset Management
Illinois
– -$180K -18,640 Closed
CSS
90
Cubist Systematic Strategies
Connecticut
– -$127K -13,149 Closed
XT
91
XTX Topco
Cayman Islands
– -$119K -12,308 Closed
VOYA Investment Management
92
VOYA Investment Management
Georgia
– -$104K -10,821 Closed
NSIM
93
North Star Investment Management
Illinois
– -$96.5K -10,000 Closed
RS
94
R Squared
Hong Kong
– -$50.5K -5,234 Closed
Simplex Trading
95
Simplex Trading
Illinois
– -$21K -2,240 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– -$1.93K -200 Closed
Wells Fargo
97
Wells Fargo
California
– -$502 -52 Closed
FFA
98
Farther Finance Advisors
California
– -$10 -1 Closed
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