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Hartford Financial Services

1,040 hedge funds and large institutions have $29.4B invested in Hartford Financial Services in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 381 increasing their positions, 354 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $73M | Put options by funds: $20.1M

53% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 86

3% more funds holding

Funds holding: 1,0081,040 (+32)

1.43% more ownership

Funds ownership: 90.68%92.11% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 354

5% less capital invested

Capital invested by funds: $31.1B → $29.4B (-$1.71B)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
1,040
Holders Change
+32
Holders Change %
+3.17%
% of All Funds
13.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
132
Increased
381
Reduced
354
Closed
86
Calls
$73M
Puts
$20.1M
Net Calls
+$52.9M
Net Calls Change
+$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Dynasty Wealth Management
Florida
$616K +$3.94K +34 +0.6%
CAG
552
Csenge Advisory Group
Florida
$615K -$51.6K -445 -7%
BAM
553
Belpointe Asset Management
Nevada
$610K -$40.2K -347 -6%
GWM
554
Geneos Wealth Management
Colorado
$608K +$5.1K +44 +0.8%
SRL
555
Scientech Research LLC
New Jersey
$607K +$643K +5,548 New
JG
556
Jain Global
New York
$606K +$642K +5,536 New
BCWM
557
Bartlett & Co Wealth Management
Ohio
$605K
NIMI
558
Natixis Investment Managers International
France
$600K +$2.32K +20 +0.4%
VNIM
559
Vaughan Nelson Investment Management
Texas
$600K +$2.32K +20 +0.4%
CCMG
560
Clark Capital Management Group
Pennsylvania
$580K +$172K +1,483 +39%
Lido Advisors
561
Lido Advisors
California
$580K +$9.51K +82 +2%
QCM
562
Qsemble Capital Management
New York
$576K +$611K +5,266 New
KRSITF
563
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$574K +$830K +7,157 +83%
MSWM
564
McGlone Suttner Wealth Management
Wisconsin
$573K +$12.5K +108 +2%
LCWP
565
Legacy Capital Wealth Partners
Arkansas
$565K +$102K +876 +20%
MAS
566
Meeder Advisory Services
Ohio
$563K -$55.2K -476 -8%
MOS
567
MGO One Seven
Ohio
$560K +$49.6K +428 +9%
BCG
568
BayBridge Capital Group
California
$550K -$4.64K -40 -0.8%
HFS
569
Hantz Financial Services
Michigan
$548K -$37.8K -326 -6%
BSG
570
Black Swift Group
Colorado
$547K
MHC
571
Meyer Handelman Company
New York
$547K
VAS
572
Vestmark Advisory Solutions
Massachusetts
$546K -$5.8K -50 -1%
HWM
573
HB Wealth Management
Georgia
$545K +$72K +621 +14%
BPA
574
Beacon Pointe Advisors
California
$544K -$47.4K -409 -8%
BFG
575
Bleakley Financial Group
New Jersey
$541K -$580 -5 -0.1%

HIG Hedge Fund Activity: Q4 2024 in Review

1,040 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2024, worth a combined $29.4B — down 5.5% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 86 closed out — a net gain of 46 holders — while 381 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $339M. The largest seller was Fidelity Investments, cutting an estimated $314M.

  • 1,040 institutional investors held Hartford Financial Services (HIG) as of Q4 2024, up from 1,008 in Q3 2024.
  • Funds reported $29.4B of Hartford Financial Services stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q4 2024 and 86 closed out, a net change of +46 holders.
  • The largest Hartford Financial Services buyer in Q4 2024 was BlackRock, an estimated $339M added.
  • The largest Hartford Financial Services seller in Q4 2024 was Fidelity Investments, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2024.