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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
PCA
801
Purkiss Capital Advisors
Connecticut
$219K +$232K +2,000 New
VFA
802
Valeo Financial Advisors
Indiana
$218K +$22.4K +193 +11%
William Blair Investment Management
803
William Blair Investment Management
Illinois
$218K +$580 +5 +0.3%
PPWP
804
Premier Path Wealth Partners
New Jersey
$213K +$1.51K +13 +0.7%
PCA
805
Pallas Capital Advisors
Massachusetts
$211K -$1.39K -12 -0.6%
BFO
806
Boston Family Office
Massachusetts
$211K
EI
807
Ellevest Inc
New York
$209K -$12.9K -111 -5%
NB
808
Northwest Bancshares
Pennsylvania
$208K
EFI
809
EHP Funds Inc
Canada
$208K
TFA
810
Trinity Financial Advisors
Ohio
$207K
WWM
811
Western Wealth Management
Colorado
$206K
TSWM
812
Tyler-Stone Wealth Management
Ohio
$205K -$116 -1 -0.1%
CPRC
813
Consolidated Portfolio Review Corp
New York
$205K
AA
814
Advisory Alpha
Michigan
$204K +$216K +1,866 New
SPA
815
Shore Point Advisors
New Jersey
$203K
RWP
816
RWA Wealth Partners
Massachusetts
$202K +$214K +1,844 New
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$580 -5 -0.3%
GKWIM
818
Gerber Kawasaki Wealth & Investment Management
California
$202K +$213K +1,841 New
MG
819
Mather Group
Illinois
$201K +$8.12K +70 +4%
PS
820
Planned Solutions
California
$200K +$15.7K +135 +8%
SG Americas Securities
821
SG Americas Securities
New York
$200K -$858K -7,403 -80%
RS
822
R Squared
Hong Kong
$197K +$209K +1,800 New
GRP
823
Global Retirement Partners
California
$196K +$18.8K +162 +10%
QC
824
Quent Capital
New York
$178K +$3.13K +27 +2%
NWWA
825
New Wave Wealth Advisors
Arkansas
$175K -$13.1K -113 -7%

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.