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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
HPC
701
HM Payson & Co
Maine
$409K
PL
702
Perpetual Ltd
Australia
$409K +$46.8K +343 +13%
TFA
703
Transamerica Financial Advisors
Florida
$408K +$113K +826 +38%
WIA
704
Wetzel Investment Advisors
Indiana
$407K
DDPIC
705
Deroy & Devereaux Private Investment Counsel
Michigan
$406K
DAS
706
Dynamic Advisor Solutions
Arizona
$405K +$122K +895 +43%
CA
707
Claro Advisors
Massachusetts
$405K +$409K +2,993 New
PW
708
PUREfi Wealth
Massachusetts
$404K +$2.73K +20 +0.7%
EWS
709
Evergreen Wealth Solutions
Pennsylvania
$402K +$50.6K +371 +14%
PWA
710
Pitcairn Wealth Advisors
Pennsylvania
$400K +$19.9K +146 +5%
CI Investments Inc
711
CI Investments Inc
Ontario, Canada
$398K +$44.8K +328 +13%
CAM
712
Chesapeake Asset Management
New York
$393K +$3.28K +24 +0.8%
HSA
713
HBK Sorce Advisory
Pennsylvania
$392K +$11.1K +81 +3%
VP
714
Verum Partners
North Carolina
$391K +$51.9K +380 +15%
WA
715
Wealth Alliance
New York
$389K -$5.05K -37 -1%
VIM
716
Vista Investment Management
Pennsylvania
$387K
AFP
717
Ausdal Financial Partners
Iowa
$385K +$6.01K +44 +2%
SEM
718
Suncoast Equity Management
Florida
$384K
PI
719
PFG Investments
New York
$382K -$9.69K -71 -2%
BFP
720
Birchwood Financial Partners
Minnesota
$381K
CFG
721
Cooper Financial Group
California
$380K -$30.7K -225 -7%
PA
722
Pinnacle Associates
New York
$380K +$37.3K +273 +11%
EH
723
Equitable Holdings
New York
$376K +$65.4K +479 +21%
PWM
724
Perigon Wealth Management
California
$376K +$2.73K +20 +0.7%
CCA
725
Checchi Capital Advisers
California
$374K +$70.6K +517 +23%