Hagerty
HGTY
88 hedge funds and large institutions have $685M invested in Hagerty in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 11 closing their positions.
2,196% more call options, than puts
Call options by funds: $643K | Put options by funds: $28K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.7% more ownership
Funds ownership: 83.52% → 84.22% (+0.7%)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
2% less funds holding
Funds holding: 90 → 88 (-2)
6% less capital invested
Capital invested by funds: $726M → $685M (-$40.4M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$7.21M |
| 2 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
+$3.12M |
| 3 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$1.21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$609K |
| 5 |
LC
Lincoln Capital
Lincoln,
Nebraska
|
+$589K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$4.38M |
| 2 |
Renaissance Technologies
New York
|
-$438K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$292K |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$271K |
| 5 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$240K |
HGTY Hedge Fund Activity: Q1 2025 in Review
88 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q1 2025, worth a combined $685M — down 5.6% from $726M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HGTY and 9 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 24 added.
The largest buyer was Neuberger Berman Group, adding an estimated $7.21M. The largest seller was Fenimore Asset Management, cutting an estimated $4.38M.
- 88 institutional investors held Hagerty (HGTY) as of Q1 2025, down from 90 in Q4 2024.
- Funds reported $685M of Hagerty stock for Q1 2025, down 5.6% quarter-over-quarter.
- 9 funds opened new Hagerty positions in Q1 2025 and 11 closed out, a net change of -2 holders.
- The largest Hagerty buyer in Q1 2025 was Neuberger Berman Group, an estimated $7.21M added.
- The largest Hagerty seller in Q1 2025 was Fenimore Asset Management, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2025.