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Hartford Financial Services

1,040 hedge funds and large institutions have $29.4B invested in Hartford Financial Services in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 381 increasing their positions, 354 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $73M | Put options by funds: $20.1M

53% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 86

3% more funds holding

Funds holding: 1,0081,040 (+32)

1.43% more ownership

Funds ownership: 90.68%92.11% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 354

5% less capital invested

Capital invested by funds: $31.1B → $29.4B (-$1.71B)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
1,040
Holders Change
+32
Holders Change %
+3.17%
% of All Funds
13.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
132
Increased
381
Reduced
354
Closed
86
Calls
$73M
Puts
$20.1M
Net Calls
+$52.9M
Net Calls Change
+$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
Steph & Co
Wisconsin
$282K -$21.3K -184 -7%
BHBT
727
Burke & Herbert Bank & Trust
Virginia
$282K
SWP
728
Stratos Wealth Partners
Ohio
$282K +$16.7K +144 +6%
LBC
729
Leigh Baldwin & Co
New York
$279K +$295K +2,548 New
AWM
730
Avior Wealth Management
Nebraska
$278K -$75.5K -651 -20%
HAS
731
Horizon Advisory Services
New York
$277K +$294K +2,535 New
JFG
732
Jefferies Financial Group
New York
$276K -$32.5K -280 -10%
PMSA
733
Patrick M. Sweeney & Associates
Illinois
$276K
CAM
734
Cidel Asset Management
Ontario, Canada
$276K -$22K -190 -7%
FHA
735
First Horizon Advisors
Tennessee
$275K +$5.22K +45 +2%
VIA
736
Virtus Investment Advisers
Connecticut
$275K
CCG
737
Catalina Capital Group
California
$274K +$2.44K +21 +0.8%
IAN
738
Integrated Advisors Network
Texas
$272K +$2.32K +20 +0.8%
YIA
739
YHB Investment Advisors
Connecticut
$271K -$20.3K -175 -7%
UAS
740
United Asset Strategies
New York
$270K -$32.6K -281 -10%
BAM
741
Blueshift Asset Management
New Jersey
$269K +$285K +2,461 New
ILI
742
Invesco LLC (Illinois)
Illinois
$269K
CCA
743
Checchi Capital Advisers
California
$268K +$21.4K +185 +8%
SFS
744
Strategic Financial Services
New York
$268K +$75.1K +648 +36%
VP
745
Verum Partners
North Carolina
$266K +$4.87K +42 +2%
COCM
746
Charter Oak Capital Management
New Hampshire
$266K +$464 +4 +0.2%
SC
747
Syon Capital
California
$266K -$34.4K -297 -11%
AIS
748
American Investment Services
Massachusetts
$265K
APA
749
Astoria Portfolio Advisors
New York
$265K +$38.3K +330 +16%
PFS
750
Prospera Financial Services
Texas
$264K -$30K -259 -10%

HIG Hedge Fund Activity: Q4 2024 in Review

1,040 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2024, worth a combined $29.4B — down 5.5% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 86 closed out — a net gain of 46 holders — while 381 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $339M. The largest seller was Fidelity Investments, cutting an estimated $314M.

  • 1,040 institutional investors held Hartford Financial Services (HIG) as of Q4 2024, up from 1,008 in Q3 2024.
  • Funds reported $29.4B of Hartford Financial Services stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q4 2024 and 86 closed out, a net change of +46 holders.
  • The largest Hartford Financial Services buyer in Q4 2024 was BlackRock, an estimated $339M added.
  • The largest Hartford Financial Services seller in Q4 2024 was Fidelity Investments, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2024.