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Hartford Financial Services

1,183 hedge funds and large institutions have $33.9B invested in Hartford Financial Services in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 460 increasing their positions, 381 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $17.9M

29% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 94

21% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 381

0% more funds holding

Funds holding: 1,1811,183 (+2)

4% less capital invested

Capital invested by funds: $35.4B → $33.9B (-$1.56B)

1.51% less ownership

Funds ownership: 92.31%90.8% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
1,183
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
14.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
121
Increased
460
Reduced
381
Closed
94
Calls
$72.9M
Puts
$17.9M
Net Calls
+$55M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$820K +$405K +2,968 +96%
WIA
552
World Investment Advisors
California
$817K -$35.4K -259 -4%
CIM
553
Cambria Investment Management
California
$815K +$54.7K +401 +7%
SIA
554
Strategic Investment Advisors
Michigan
$813K +$820K +6,009 New
JC
555
JB Capital
Connecticut
$798K +$546 +4 +0.1%
Vontobel Holding
556
Vontobel Holding
Switzerland
$797K +$36.3K +266 +5%
MOS
557
MGO One Seven
Ohio
$795K +$64.4K +472 +9%
MWM
558
Mission Wealth Management
California
$793K -$25.9K -190 -3%
CG
559
CFO4Life Group
Texas
$790K -$6.42K -47 -0.8%
MWPCG
560
Measured Wealth Private Client Group
New Hampshire
$785K +$121K +887 +18%
TFA
561
Tobias Financial Advisors
Florida
$773K -$152K -1,116 -16%
HFS
562
Hantz Financial Services
Michigan
$764K +$56.4K +413 +8%
BC
563
Burney Company
Virginia
$753K -$21.8K -160 -3%
ACP
564
Aviance Capital Partners
Florida
$752K -$3.41K -25 -0.4%
MA
565
MCF Advisors
Kentucky
$738K +$166K +1,217 +29%
CWM
566
Connecticut Wealth Management
Connecticut
$735K -$257K -1,881 -26%
IWA
567
IBEX Wealth Advisors
New Jersey
$723K +$730K +5,349 New
CCMG
568
Clark Capital Management Group
Pennsylvania
$714K -$2.87K -21 -0.4%
RCAG
569
Rehmann Capital Advisory Group
Michigan
$708K -$62.9K -461 -8%
HIP
570
HUB Investment Partners
Texas
$702K -$237K -1,736 -25%
AWA
571
Aaron Wealth Advisors
Illinois
$695K -$43.3K -317 -6%
FNBOMD
572
First National Bank of Mount Dora
Florida
$693K -$167K -1,223 -19%
MM
573
MQS Management
New York
$692K +$699K +5,119 New
TA
574
Tectonic Advisors
Texas
$692K +$9.42K +69 +1%
OC
575
Oppenheimer & Co
New York
$691K -$955 -7 -0.1%