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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 %
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$237K +$7.36K +58 +3%
BAM
802
Blueshift Asset Management
New Jersey
$236K +$236K +1,863 New
KFP
803
KMG Fiduciary Partners
Ohio
$236K +$236K +1,860 New
VFA
804
Valeo Financial Advisors
Indiana
$235K -$3.3K -26 -1%
SPA
805
Shore Point Advisors
New Jersey
$235K
MM
806
MQS Management
New York
$234K -$29.3K -231 -11%
MG
807
Mather Group
Illinois
$234K -$127 -1 -0.1%
WWM
808
Western Wealth Management
Colorado
$234K
VAG
809
VisionPoint Advisory Group
Texas
$233K +$233K +1,834 New
AWM
810
Angeles Wealth Management
California
$232K +$232K +1,831 New
PS
811
Planned Solutions
California
$232K
FFP
812
FourThought Financial Partners
Florida
$232K +$232K +1,828 New
WA
813
Waverly Advisors
Alabama
$232K +$26.5K +209 +13%
KP
814
Keel Point
Alabama
$230K +$7.74K +61 +3%
SA
815
Strategic Advisors
New York
$230K +$127 +1 +0.1%
NL
816
NWAM LLC
Washington
$230K
MAM
817
McLean Asset Management
Virginia
$229K +$3.81K +31 +2%
MIC
818
Means Investment Company
Maine
$228K +$127 +1 +0.1%
TCA
819
Transcend Capital Advisors
New Jersey
$227K +$9.01K +71 +4%
EI
820
Ellevest Inc
New York
$226K -$23K -181 -9%
DWP
821
Daymark Wealth Partners
Ohio
$226K +$18.7K +147 +9%
HCM
822
Howard Capital Management
Georgia
$225K -$25.5K -200 -10%
FOA
823
Five Oceans Advisors
California
$225K +$2.66K +21 +1%
APA
824
Astoria Portfolio Advisors
New York
$225K +$1.6K +13 +0.7%
SW
825
SteelPeak Wealth
California
$224K -$2.49M -19,509 -92%