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Hagerty
HGTY
HGTY
116 hedge funds and large institutions have $1.21B invested in Hagerty in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
222% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 9
18% more funds holding
Funds holding: 98 → 116 (+18)
12% more capital invested
Capital invested by funds: $1.08B → $1.21B (+$128M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.24% less ownership
Funds ownership: 98.65% → 89.41% (-9.2%)
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
116
Holders Change
+18
Holders Change %
+18.37%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
26
Reduced
33
Closed
9
Calls
$269K
Puts
$324K
Net Calls
-$55K
Net Calls Change
-$613K
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$2.77M |
| 2 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$1.87M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$1.36M |
| 4 |
Morgan Stanley
New York
|
+$1.27M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$758K |
