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Hartford Financial Services

1,106 hedge funds and large institutions have $32.9B invested in Hartford Financial Services in 2025 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 430 increasing their positions, 360 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $12.6M

83% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 66

19% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 360

4% more funds holding

Funds holding: 1,0621,106 (+44)

0% more capital invested

Capital invested by funds: $32.7B → $32.9B (+$154M)

1.41% less ownership

Funds ownership: 92.75%91.34% (-1.4%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
1,106
Holders Change
+44
Holders Change %
+4.14%
% of All Funds
14.56%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
121
Increased
430
Reduced
360
Closed
66
Calls
$32.2M
Puts
$12.6M
Net Calls
+$19.7M
Net Calls Change
-$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Modern Wealth Management
Kansas
$876K +$497 +4 +0.1%
BC
527
Bridgefront Capital
Texas
$872K +$854K +6,873 New
MMG
528
Monetary Management Group
Missouri
$863K
MLM
529
Mount Lucas Management
Pennsylvania
$861K -$3.4M -27,342 -80%
SFM
530
Systematic Financial Management
New Jersey
$860K
TA
531
TFB Advisors
Kansas
$857K -$24.5K -197 -3%
FNBOMD
532
First National Bank of Mount Dora
Florida
$856K -$21.9K -176 -3%
STA
533
Summit Trail Advisors
New York
$847K +$827K +6,653 New
SIM
534
Stratos Investment Management
Ohio
$842K +$21.6K +174 +3%
CWM
535
Challenger Wealth Management
California
$838K +$4.6K +37 +0.6%
MVA
536
Mount Vernon Associates
Maryland
$832K -$37.3K -300 -4%
GCM
537
Graham Capital Management
Connecticut
$826K +$810K +6,514 New
NHC
538
Nicholas Hoffman & Company
Georgia
$825K -$1.12K -9 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
539
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$820K +$804K +6,467 New
BFM
540
Boothbay Fund Management
New York
$816K +$800K +6,435 New
MSA
541
MUFG Securities Americas
New York
$799K +$150K +1,205 +24%
MLA
542
My Legacy Advisors
Oregon
$798K -$17.4K -140 -2%
FFA
543
Farther Finance Advisors
California
$796K +$155K +1,246 +25%
BAM
544
Belpointe Asset Management
Nevada
$793K +$59.8K +481 +8%
OAM
545
Oppenheimer Asset Management
New York
$786K +$181K +1,454 +31%
AWM
546
Accurate Wealth Management
Florida
$778K +$102K +824 +15%
BFPW
547
BOK Financial Private Wealth
Colorado
$775K -$12.2K -98 -2%
KNW
548
Kesler Norman & Wride
Utah
$772K +$756K +6,082 New
AFCM
549
Applied Finance Capital Management
Puerto Rico
$771K -$116K -936 -13%
OA
550
Oak Associates
Ohio
$766K -$28K -225 -4%

HIG Hedge Fund Activity: Q2 2025 in Review

1,106 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2025, worth a combined $32.9B — up 0.47% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new HIG positions and 66 closed out — a net gain of 55 holders — while 430 added to existing stakes and 360 trimmed.

The largest buyer was Franklin Resources, adding an estimated $138M. The largest seller was T. Rowe Price Associates, cutting an estimated $277M.

  • 1,106 institutional investors held Hartford Financial Services (HIG) as of Q2 2025, up from 1,062 in Q1 2025.
  • Funds reported $32.9B of Hartford Financial Services stock for Q2 2025, up 0.47% quarter-over-quarter.
  • 121 funds opened new Hartford Financial Services positions in Q2 2025 and 66 closed out, a net change of +55 holders.
  • The largest Hartford Financial Services buyer in Q2 2025 was Franklin Resources, an estimated $138M added.
  • The largest Hartford Financial Services seller in Q2 2025 was T. Rowe Price Associates, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2025.