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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
RIL
876
Rothschild Investment LLC
Illinois
$61.9K +$8.93K +77 +16%
DMBA
877
Deseret Mutual Benefit Administrators
Utah
$60.8K -$1.51K -13 -2%
CTC
878
Central Trust Company
Missouri
$60.2K -$2.9K -25 -4%
HHGA
879
Halbert Hargrove Global Advisors
California
$58.3K +$61.8K +533 New
VWM
880
Venturi Wealth Management
Texas
$57.9K -$6.72K -58 -10%
HBW
881
Hazlett, Burt & Watson
West Virginia
$55K
IRC
882
Investors Research Corp
Georgia
$54.7K
FLP
883
Financial Life Planners
Arizona
$53.2K +$56.5K +487 New
VCM
884
Versant Capital Management
Arizona
$51.4K +$21K +181 +63%
ST
885
Smithfield Trust
Pennsylvania
$51K +$11.6K +100 +27%
WIM
886
Westside Investment Management
California
$50.3K
CTC
887
Cetera Trust Company
Minnesota
$49.2K
HI
888
Harbour Investments
Wisconsin
$45.6K +$1.62K +14 +3%
CFO
889
CVA Family Office
Colorado
$45.3K +$6.72K +58 +16%
ETS
890
ESL Trust Services
New York
$44.9K +$46.4K +400 +4,000%
TCOV
891
Trust Company of Vermont
Vermont
$44.1K
TFA
892
Toth Financial Advisory
Virginia
$43.8K -$53.9K -465 -54%
CB
893
CNB Bank
Pennsylvania
$43.8K
HCM
894
Hollencrest Capital Management
California
$42.6K
CSC
895
Caldwell Sutter Capital
California
$39.9K
FUBT
896
First United Bank & Trust
Maryland
$39.4K -$2.55K -22 -6%
KFI
897
Key Financial Inc
Pennsylvania
$39.1K +$34.8K +300 +526%
TFIPS
898
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.3K
FGC
899
Financial Gravity Companies
Texas
$37.9K +$40.1K +346 New
SCA
900
Stuart Chaussee & Associates
California
$37.2K

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.