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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, 357 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
357
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 %
VWA
951
Valued Wealth Advisors
Utah
$32.5K +$1.66K +13 +5%
IUHSA
952
Itau Unibanco Holding S.A.
Brazil
$31.7K -$4.82K -38 -13%
WFA
953
West Financial Advisors
Iowa
$31.3K
OC
954
Oakworth Capital
Alabama
$30.4K
VWWMG
955
Vermillion & White Wealth Management Group
Pennsylvania
$29.8K +$12.6K +99 +73%
OWP
956
ORG Wealth Partners
Texas
$29.2K
PWMG
957
Private Wealth Management Group
New Jersey
$28K +$16.9K +133 +151%
TCM
958
Tradewinds Capital Management
Washington
$27.9K
RMC
959
Resources Management Corp
Connecticut
$26K
BC
960
Barrett & Company
Rhode Island
$25.4K -$2.28K -18 -8%
FCMT
961
Founders Capital Management (Texas)
Texas
$25.4K
SN
962
Sittner & Nelson
Oregon
$25.4K
NC
963
NewSquare Capital
Pennsylvania
$25.1K +$9.9K +78 +65%
NWM
964
Navigoe Wealth Management
California
$25K
SIS
965
Sound Income Strategies
Florida
$24.4K -$507 -4 -2%
SSG
966
Summit Securities Group
New York
$24.2K -$41.4K -326 -63%
PMFA
967
Plante Moran Financial Advisors
Michigan
$23.9K
GKIM
968
GW&K Investment Management
Massachusetts
$23K +$1.68K +13 +8%
PP
969
Pingora Partners
Wyoming
$22.8K
OWA
970
Opal Wealth Advisors
New York
$21.7K
MEG
971
Millstone Evans Group
Colorado
$21.6K
SO
972
Sierra Ocean
California
$21.1K +$2.8K +22 +15%
NEWAS
973
N.E.W. Advisory Services
Wisconsin
$20.7K
CT
974
Clearstead Trust
Maine
$20.3K +$4.95K +39 +32%
WA
975
Whipplewood Advisors
Colorado
$20.3K +$18.9K +149 +1,355%