Hagerty
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$3.39M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.91M |
| 3 |
SFM
Soros Fund Management
New York
|
-$1.24M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$735K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$694K |
HGTY Hedge Fund Activity: Q4 2025 in Review
116 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q4 2025, worth a combined $1.21B — up 12% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HGTY positions and 9 closed out — a net gain of 20 holders — while 26 added to existing stakes and 33 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $2.77M. The largest seller was Garner Asset Management Corp, exiting entirely with an estimated $3.39M sold.
- 116 institutional investors held Hagerty (HGTY) as of Q4 2025, up from 98 in Q3 2025.
- Funds reported $1.21B of Hagerty stock for Q4 2025, up 12% quarter-over-quarter.
- 29 funds opened new Hagerty positions in Q4 2025 and 9 closed out, a net change of +20 holders.
- The largest Hagerty buyer in Q4 2025 was Neuberger Berman Group, an estimated $2.77M added.
- The largest Hagerty seller in Q4 2025 was Garner Asset Management Corp, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2025.