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Hartford Financial Services

1,181 hedge funds and large institutions have $35.4B invested in Hartford Financial Services in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 462 increasing their positions, 360 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $53.6M | Put options by funds: $23.3M

74% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 93

28% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 360

5% more funds holding

Funds holding: 1,1261,181 (+55)

2.1% more ownership

Funds ownership: 90.21%92.31% (+2.1%)

5% more capital invested

Capital invested by funds: $33.8B → $35.4B (+$1.61B)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
1,181
Holders Change
+55
Holders Change %
+4.88%
% of All Funds
14.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
162
Increased
462
Reduced
360
Closed
93
Calls
$53.6M
Puts
$23.3M
Net Calls
+$30.3M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
626
Washington Trust
Rhode Island
$599K
DCM
627
DGS Capital Management
New Jersey
$597K -$134K -1,019 -19%
EW
628
Expressive Wealth
Illinois
$596K +$570K +4,323 New
BWA
629
Basecamp Wealth Advisors
Washington
$593K +$568K +4,307 New
BRWA
630
B. Riley Wealth Advisors
Florida
$593K -$99.9K -757 -15%
MA
631
MCF Advisors
Kentucky
$584K +$30.9K +234 +6%
BPA
632
Beacon Pointe Advisors
California
$581K +$119K +899 +27%
CW
633
CreativeOne Wealth
Kansas
$578K -$1.06K -8 -0.2%
SRL
634
Scientech Research LLC
New Jersey
$577K +$230K +1,741 +71%
APA
635
Astoria Portfolio Advisors
New York
$570K +$335K +2,540 +167%
NW
636
Naviter Wealth
Arkansas
$570K +$8.05K +61 +2%
SW
637
SVB Wealth
Massachusetts
$568K -$3.56K -27 -0.7%
UB
638
UMB Bank
Missouri
$560K +$4.49K +34 +0.8%
CAG
639
Crestwood Advisors Group
Massachusetts
$554K +$125K +948 +31%
SWP
640
Sagespring Wealth Partners
Tennessee
$552K +$56.2K +426 +12%
GCM
641
Genus Capital Management
British Columbia, Canada
$552K +$5.94K +45 +1%
AHB
642
Abner Herrman & Brock
New Jersey
$551K
SWM
643
SHP Wealth Management
Massachusetts
$551K +$527K +3,997 New
BA
644
Bridgewater Advisors
New York
$550K +$85.6K +649 +18%
EWA
645
EverSource Wealth Advisors
Alabama
$549K -$16.5K -125 -3%
MIM
646
MTM Investment Management
South Carolina
$545K
CP
647
Camelot Portfolios
Ohio
$544K -$29.2K -221 -5%
FTWA
648
Fifth Third Wealth Advisors
Ohio
$542K -$18.2K -138 -3%
QC
649
Quadrature Capital
United Kingdom
$541K +$518K +3,924 New
IAG
650
Ipsen Advisor Group
Arkansas
$538K -$2.38K -18 -0.5%