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Hartford Financial Services

1,184 hedge funds and large institutions have $33.9B invested in Hartford Financial Services in 2026 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 460 increasing their positions, 381 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $17.9M

30% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 94

21% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 381

0% more funds holding

Funds holding: 1,1811,184 (+3)

4% less capital invested

Capital invested by funds: $35.4B → $33.9B (-$1.55B)

1.5% less ownership

Funds ownership: 92.31%90.81% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
1,184
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
14.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
122
Increased
460
Reduced
381
Closed
94
Calls
$72.9M
Puts
$17.9M
Net Calls
+$55M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
851
Investment Advisory Services
Texas
$239K +$9.14K +67 +4%
SW
852
SkyOak Wealth
Michigan
$239K +$241K +1,767 New
FWA
853
FSM Wealth Advisors
Ohio
$238K +$241K +1,762 New
JSL
854
JT Stratford LLC
Georgia
$238K +$5.73K +42 +2%
PDL
855
Portfolio Design Labs
California
$238K -$36.6K -268 -13%
KWA
856
Kingswood Wealth Advisors
California
$237K +$239K +1,752 New
GHA
857
GW Henssler & Associates
Georgia
$236K -$15.2K -111 -6%
CIC
858
Chilton Investment Company
Connecticut
$235K +$3.28K +24 +1%
PFM
859
Patton Fund Management
Texas
$234K
VFA
860
Valeo Financial Advisors
Indiana
$234K -$74K -542 -24%
GWANC
861
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K -$546 -4 -0.2%
FOA
862
Five Oceans Advisors
California
$232K -$273 -2 -0.1%
SEIA
863
Signature Estate & Investment Advisors
California
$232K -$8.46K -62 -3%
WANY
864
Wealthspire Advisors (New York)
New York
$232K -$388K -2,845 -62%
GI
865
GAMCO Investors
Connecticut
$230K +$273 +2 +0.1%
DIP
866
Davis Investment Partners
North Carolina
$230K
FSA
867
Fort Sheridan Advisors
Illinois
$230K +$409 +3 +0.2%
C
868
Certuity
Florida
$229K +$16K +117 +7%
IF
869
Intrua Financial
Texas
$228K +$409 +3 +0.2%
SAW
870
Signal Advisors Wealth
Michigan
$228K -$7.92K -58 -3%
WS
871
Wilian Securities
Minnesota
$228K +$1.36K +10 +0.6%
LMFP
872
Larry Mathis Financial Planning
Arizona
$227K -$1.91K -14 -0.8%
BAM
873
Burkett Asset Management
$225K -$19.1K -140 -8%
MYIA
874
Mount Yale Investment Advisors
Colorado
$224K +$225K +1,651 New
GVAG
875
Great Valley Advisor Group
Delaware
$224K -$273 -2 -0.1%

HIG Hedge Fund Activity: Q1 2026 in Review

1,184 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2026, worth a combined $33.9B — down 4.4% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new HIG positions and 94 closed out — a net gain of 28 holders — while 460 added to existing stakes and 381 trimmed.

The largest buyer was Woodline Partners, adding an estimated $93.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $402M.

  • 1,184 institutional investors held Hartford Financial Services (HIG) as of Q1 2026, up from 1,181 in Q4 2025.
  • Funds reported $33.9B of Hartford Financial Services stock for Q1 2026, down 4.4% quarter-over-quarter.
  • 122 funds opened new Hartford Financial Services positions in Q1 2026 and 94 closed out, a net change of +28 holders.
  • The largest Hartford Financial Services buyer in Q1 2026 was Woodline Partners, an estimated $93.9M added.
  • The largest Hartford Financial Services seller in Q1 2026 was T. Rowe Price Associates, an estimated $402M sold.

Based on aggregated 13F filings for Q1 2026.