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Hagerty

112 hedge funds and large institutions have $1.21B invested in Hagerty in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9.43% less ownership

Funds ownership: 98.65%89.22% (-9.4%)

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
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$269K
Puts
$324K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$41.7K
IA
77
IFP Advisors
Florida
$41.6K
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$23.3K
EWA
79
EverSource Wealth Advisors
Alabama
$19.9K
TCOV
80
Trust Company of Vermont
Vermont
$17.5K
GKIM
81
GW&K Investment Management
Massachusetts
$14K
QL
82
Quarry LP
New York
$13.6K
GWM
83
Geneos Wealth Management
Colorado
$13.4K
Bank of America
84
Bank of America
North Carolina
$12.5K
Wells Fargo
85
Wells Fargo
California
$11.2K
Jones Financial Companies
86
Jones Financial Companies
Missouri
$9.41K
Citigroup
87
Citigroup
New York
$8.4K
FFA
88
Farther Finance Advisors
California
$7.22K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$4K
BFS
90
Bare Financial Services
Pennsylvania
$3.27K
CRI
91
Commonwealth Retirement Investments
Virginia
$2.69K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$2.08K
MAM
93
Marquette Asset Management
Minnesota
$2.07K
AUB
94
Atlantic Union Bankshares
Virginia
$2.02K
Group One Trading
95
Group One Trading
Illinois
$1.92K
PA
96
Parallel Advisors
California
$1.57K
RFP
97
Root Financial Partners
California
$1.13K
ACM
98
Aster Capital Management
United Arab Emirates
$914
SAG
99
SageView Advisory Group
California
$861
BTI
100
Blue Trust Inc
Georgia
$780