HGTY icon

Hagerty

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.36% less ownership

Funds ownership: 84.22%83.86% (-0.36%)

Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$971K
Puts
$1K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
76
Sierra Ocean
California
$1.23K
BTI
77
Blue Trust Inc
Georgia
$1.06K
Wells Fargo
78
Wells Fargo
California
$1.01K
ACM
79
Aster Capital Management
United Arab Emirates
$748
BFS
80
Bare Financial Services
Pennsylvania
$536
PWM
81
Parkworth Wealth Management
California
$303
Fidelity Investments
82
Fidelity Investments
Massachusetts
$263
FFO
83
Fortitude Family Office
Arizona
$71
CFFP
84
Center for Financial Planning
Michigan
$31
HIA
85
HFM Investment Advisors
New Jersey
$20
BHWM
86
Bay Harbor Wealth Management
Maryland
$20
RWM
87
Rialto Wealth Management
New York
$11
SS
88
SBI Securities
Japan
$10
FAM
89
Fenimore Asset Management
New York
GAMC
90
Garner Asset Management Corp
Texas
GC
91
Garde Capital
Washington
PP
92
PDT Partners
New York
HF
93
HRT Financial
New York
VF
94
Virtu Financial
New York
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
CWM
96
Compass Wealth Management
Connecticut
MHIP
97
Mountain Hill Investment Partners
New Jersey
CWM
98
Consultiva Wealth Management
Puerto Rico
PGAM
99
Princeton Global Asset Management
New Jersey
CCM
100
Coldstream Capital Management
Washington