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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
EWA
626
EverSource Wealth Advisors
Alabama
$568K +$29.1K +213 +5%
SWM
627
SHP Wealth Management
Massachusetts
$567K +$27.2K +199 +5%
FTWA
628
Fifth Third Wealth Advisors
Ohio
$563K +$32.2K +236 +6%
WB
629
WesBanco Bank
West Virginia
$563K -$92.8K -680 -14%
BRWA
630
B. Riley Wealth Advisors
Florida
$562K -$16.4K -120 -3%
1C
631
111 Capital
France
$562K +$567K +4,156 New
KPWS
632
Kestra Private Wealth Services
Texas
$561K -$34.1K -250 -6%
GCM
633
Genus Capital Management
British Columbia, Canada
$559K +$17.7K +130 +3%
ZBNA
634
Zions Bancorporation, National Association
Utah
$553K -$731K -5,353 -57%
SW
635
SVB Wealth
Massachusetts
$547K -$11.1K -81 -2%
NW
636
Naviter Wealth
Arkansas
$546K -$13.7K -100 -2%
LOAMS
637
Lombard Odier Asset Management (Switzerland)
Switzerland
$543K +$548K +4,017 New
AHB
638
Abner Herrman & Brock
New Jersey
$541K
AF
639
Alerus Financial
North Dakota
$540K +$538K +3,943 +7,440%
PPWP
640
Premier Path Wealth Partners
New Jersey
$538K +$179K +1,309 +49%
MIM
641
MTM Investment Management
South Carolina
$535K
SFS
642
Sharp Financial Services
Pennsylvania
$532K +$113K +830 +27%
UB
643
UMB Bank
Missouri
$532K -$17.7K -130 -3%
SFS
644
Sowell Financial Services
Arkansas
$530K +$82.3K +603 +18%
SWM
645
Sandro Wealth Management
New Jersey
$529K +$63.1K +462 +13%
IAG
646
Ipsen Advisor Group
Arkansas
$527K -$1.09K -8 -0.2%
HFM
647
Hartford Financial Management
Connecticut
$524K
LCM
648
Landscape Capital Management
New Jersey
$524K +$529K +3,872 New
Fisher Asset Management
649
Fisher Asset Management
Washington
$523K +$47.6K +349 +10%
SAM
650
Smartleaf Asset Management
Massachusetts
$514K +$14.2K +104 +3%