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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
Group One Trading
101
Group One Trading
Illinois
$453 -$1.17K -100 -70%
GI
102
GAMMA Investing
California
$326 +$362 +31 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$200 -$4.06M -347,754 -100%
CFO
104
CVA Family Office
Colorado
$158 +$175 +15 New
PA
105
Parallel Advisors
California
$95 -$1.26K -108 -92%
JWA
106
JFS Wealth Advisors
Pennsylvania
$95 -$327 -28 -76%
EP
107
Essential Partners
California
$95 -$93 -8 -47%
RIL
108
Rothschild Investment LLC
Illinois
$74 -$35 -3 -30%
FFO
109
Fortitude Family Office
Arizona
$63
SIC
110
SJS Investment Consulting
Ohio
$32
VWM
111
Vermillion Wealth Management
Minnesota
$32 +$35 +3 New
BHWM
112
Bay Harbor Wealth Management
Maryland
$31 -$12 -1 -25%
RWM
113
Rialto Wealth Management
New York
$22 -$93 -8 -80%
HIA
114
HFM Investment Advisors
New Jersey
$21
KFAS
115
Keating Financial Advisory Services
Kansas
$11 -$128 -11 -92%
AAP
116
Arax Advisory Partners
Colorado
$11 +$12 +1 New
Two Sigma Advisers
117
Two Sigma Advisers
New York
-$1.06M -79,200 Closed
Jane Street
118
Jane Street
New York
-$405K -30,168 Closed
DL
119
Dockside LLC
New York
-$223K -19,103 Closed
PA
120
PharVision Advisers
Florida
-$201K -14,937 Closed
MIA
121
MeadowBrook Investment Advisors
Michigan
-$199K -14,790 Closed
KWM
122
Kingsview Wealth Management
Oregon
-$181K -13,459 Closed
OQS
123
Occudo Quantitative Strategies
Florida
-$170K -12,649 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$152K -11,306 Closed
GC
125
Globeflex Capital
California
-$126K -9,344 Closed