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Hartford Financial Services

1,089 hedge funds and large institutions have $32.7B invested in Hartford Financial Services in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 420 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
+42
Holders Change %
+4.01%
% of All Funds
14.6%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
122
Increased
420
Reduced
356
Closed
64
Calls
$32.2M
Puts
$12.6M
Net Calls
+$19.7M
Net Calls Change
-$6.59M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
701
Congress Wealth Management
Massachusetts
$338K +$15.6K +123 +5%
HIMC
702
Heritage Investors Management Corp
Maryland
$336K -$25.3K -200 -7%
WF
703
Wayfinding Financial
Washington
$336K -$24.4K -194 -7%
HAS
704
Horizon Advisory Services
New York
$331K +$1.27K +10 +0.4%
WANY
705
Wealthspire Advisors (New York)
New York
$330K -$34.9K -275 -10%
MC
706
McCarthy & Cox
Ohio
$330K
BHBT
707
Burke & Herbert Bank & Trust
Virginia
$327K
LBC
708
Leigh Baldwin & Co
New York
$326K +$1.4K +11 +0.4%
FAN
709
Financial Advisors Network
California
$325K +$6.22K +49 +2%
GSC
710
Ground Swell Capital
South Carolina
$324K +$324K +2,552 New
AWM
711
Avior Wealth Management
Nebraska
$321K +$295K +2,326 +1,135%
VP
712
Verum Partners
North Carolina
$320K +$8.76K +69 +3%
HH
713
Hilltop Holdings
Texas
$319K +$55.8K +440 +21%
AWM
714
AE Wealth Management
Kansas
$318K +$13.3K +105 +4%
IP
715
Ignite Planners
California
$316K +$12.9K +105 +4%
UAS
716
United Asset Strategies
New York
$314K +$6.09K +48 +2%
YIA
717
YHB Investment Advisors
Connecticut
$314K
HAG
718
HighPoint Advisor Group
Illinois
$311K +$634 +5 +0.2%
PMSA
719
Patrick M. Sweeney & Associates
Illinois
$311K -$5K -40 -2%
SFS
720
Strategic Financial Services
New York
$310K +$127 +1 +0%
EH
721
Equitable Holdings
New York
$308K -$71K -560 -19%
COCM
722
Charter Oak Capital Management
New Hampshire
$308K
AIS
723
American Investment Services
Massachusetts
$307K
SQA
724
Simon Quick Advisors
New Jersey
$303K +$54.6K +430 +22%
CPIG
725
Chicago Partners Investment Group
Illinois
$303K +$10.5K +85 +4%