Hagerty
HGTY
126 hedge funds and large institutions have $1.1B invested in Hagerty in 2026 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.
135% more capital inflows, than outflows
Capital inflows: $28.1M | Capital outflows: $12M
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
103% more call options, than puts
Call options by funds: $427K | Put options by funds: $210K
29% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 34
8% more funds holding
Funds holding: 117 → 126 (+9)
0.82% more ownership
Funds ownership: 89.75% → 90.57% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$8.63M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$4.79M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.59M |
| 4 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
+$1.85M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$5.39M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.5M |
| 3 |
Renaissance Technologies
New York
|
-$902K |
| 4 |
Woodline Partners
San Francisco,
California
|
-$509K |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$501K |
HGTY Hedge Fund Activity: Q2 2026 in Review
126 of the 8,354 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q2 2026, worth a combined $1.1B — up 15% from $955M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HGTY positions and 9 closed out — a net gain of 11 holders — while 44 added to existing stakes and 34 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $8.63M. The largest seller was Greenhaven Road Investment Management, cutting an estimated $5.39M.
- 126 institutional investors held Hagerty (HGTY) as of Q2 2026, up from 117 in Q1 2026.
- Funds reported $1.1B of Hagerty stock for Q2 2026, up 15% quarter-over-quarter.
- 20 funds opened new Hagerty positions in Q2 2026 and 9 closed out, a net change of +11 holders.
- The largest Hagerty buyer in Q2 2026 was Neuberger Berman Group, an estimated $8.63M added.
- The largest Hagerty seller in Q2 2026 was Greenhaven Road Investment Management, an estimated $5.39M sold.
Based on aggregated 13F filings for Q2 2026.