We are live on ! Find out more
HIG icon

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
CWM
751
Congress Wealth Management
Massachusetts
$263K +$279K +2,408 New
HAG
752
HighPoint Advisor Group
Illinois
$262K -$29K -250 -10%
MCM
753
MAI Capital Management
Ohio
$260K -$20.9K -180 -7%
SIC
754
Sterling Investment Counsel
New York
$258K
FCG
755
Fielder Capital Group
Tennessee
$257K +$3.94K +34 +1%
SAM
756
Smartleaf Asset Management
Massachusetts
$256K -$39.4K -340 -13%
HCMG
757
Howard Capital Management Group
California
$255K +$348 +3 +0.1%
CFG
758
Cooper Financial Group
California
$255K +$30.8K +266 +13%
DWM
759
Drive Wealth Management
Utah
$255K +$116 +1 +0%
WPW
760
Waldron Private Wealth
Pennsylvania
$253K
OC
761
Oppenheimer & Co
New York
$252K
HFM
762
Hartford Financial Management
Connecticut
$252K
SGI
763
Summit Global Investments
Utah
$250K -$2.32K -20 -0.9%
CGL
764
Clarius Group LLC
Washington
$249K +$812 +7 +0.3%
RCM
765
RNC Capital Management
California
$247K
GVAG
766
Great Valley Advisor Group
Delaware
$246K -$35.9K -310 -12%
SM
767
Salzhauer Michael
$246K
ADL
768
Asset Dedication LLC
California
$245K +$348 +3 +0.1%
AG
769
AlTi Global
New York
$245K +$259K +2,230 New
EWM
770
Evercore Wealth Management
New York
$242K
CPIG
771
Chicago Partners Investment Group
Illinois
$242K +$1.04K +9 +0.4%
IP
772
Ignite Planners
California
$242K +$5.8K +50 +2%
DLA
773
Douglas Lane & Associates
New York
$241K
GI
774
GAMCO Investors
Connecticut
$241K -$174K -1,500 -41%
PCS
775
Personal CFO Solutions
New Jersey
$240K -$132K -1,140 -34%

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.