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Hartford Financial Services

1,118 hedge funds and large institutions have $33.7B invested in Hartford Financial Services in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 404 increasing their positions, 380 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 380

3% more capital invested

Capital invested by funds: $32.8B → $33.7B (+$907M)

1.14% less ownership

Funds ownership: 91.13%89.99% (-1.1%)

Holders
1,118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.7M
Puts
$16.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
801
Coastal Bridge Advisors
Connecticut
$263K
SC
802
Steph & Co
Wisconsin
$262K
WCM
803
WealthBridge Capital Management
Ohio
$261K
CAM
804
Cidel Asset Management
Ontario, Canada
$260K
MG
805
Mather Group
Illinois
$257K
VAG
806
VisionPoint Advisory Group
Texas
$254K
JSL
807
JT Stratford LLC
Georgia
$254K
NB
808
Northwest Bancshares
Pennsylvania
$254K
MFG
809
MidWestOne Financial Group
Iowa
$253K
PCA
810
Pallas Capital Advisors
Massachusetts
$251K
PFGIA
811
Patriot Financial Group Insurance Agency
Massachusetts
$250K
KFP
812
KMG Fiduciary Partners
Ohio
$248K
WDC
813
Woodward Diversified Capital
California
$247K
PFM
814
Patton Fund Management
Texas
$247K
SPA
815
Shore Point Advisors
New Jersey
$247K
WWM
816
Western Wealth Management
Colorado
$246K
LAM
817
L2 Asset Management
Massachusetts
$244K
CGL
818
Clarius Group LLC
Washington
$244K
PS
819
Planned Solutions
California
$244K
SA
820
Strategic Advisors
New York
$241K
DWP
821
Daymark Wealth Partners
Ohio
$240K
MIC
822
Means Investment Company
Maine
$240K
VFA
823
Valeo Financial Advisors
Indiana
$238K
MAM
824
McLean Asset Management
Virginia
$236K
SMA
825
Seven Mile Advisory
New Jersey
$236K