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Hartford Financial Services
HIG

Overview Fund Activity

1,028 hedge funds and large institutions have $29.3B invested in Hartford Financial Services in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 378 increasing their positions, 350 reducing their positions, and 86 closing their positions.

Holders
1,028
Holders Change
+30
Holders Change %
+3.01%
% of All Funds
13.69%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
130
Increased
378
Reduced
350
Closed
86
Calls
$73M
Puts
$20.1M
Net Calls
+$52.9M
Net Calls Change
+$35.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$416M
2
BlackRock
2
BlackRock
New York
$3.36B
3
A
3
AustralianSuper
Australia
$133M
4
UBS Group
4
UBS Group
Switzerland
$216M
5
Ameriprise
5
Ameriprise
Minnesota
$248M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.22B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$572M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$222M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.38B
5
IAIM
5
International Assets Investment Management
Florida
$617K
Name Market Value Shares Shares
Change 		Shares
Change %
NC
1001
NewSquare Capital
Pennsylvania
$1.75K 16 +16 New
HIA
1002
Harbor Investment Advisory
Maryland
$1.53K 14 -2 -13%
BTD
1003
BankPlus Trust Department
Mississippi
$1.53K 14 +14 New
IHWM
1004
Iron Horse Wealth Management
Iowa
$1.31K 12 – –
NL
1005
NVWM LLC
Pennsylvania
$1.09K 10 – –
LIS
1006
Legacy Investment Solutions
Idaho
$1.02K 9 -21 -70%
LWMI
1007
Legacy Wealth Management (Idaho)
Idaho
$1.02K 9 -21 -70%
PWM
1008
Parkworth Wealth Management
California
$985 9 +9 New
AWM
1009
AllSquare Wealth Management
New York
$875 8 – –
CPG
1010
Cornerstone Planning Group
New Jersey
$687 6 – –
WW
1011
Winnow Wealth
Texas
$630 6 +6 New
RS
1012
Rakuten Securities
Japan
$547 5 – –
WWM
1013
Wolff Wiese Magana
California
$547 5 – –
KBFS
1014
Kohmann Bosshard Financial Services
Ohio
$547 5 +5 New
CF
1015
Conquis Financial
California
$547 5 +5 New
T
1016
Transce3nd
Texas
$547 5 +5 New
OSNBOA
1017
Old Second National Bank of Aurora
Illinois
$547 5 +5 New
PWA
1018
Principia Wealth Advisory
Texas
$547 5 +5 New
CIM
1019
Contravisory Investment Management
Massachusetts
$438 4 +4 New
AP
1020
Atwood & Palmer
Missouri
$329 3 -2 -40%
RAM
1021
Riggs Asset Management
Pennsylvania
$328 3 – –
WA
1022
WestEnd Advisors
North Carolina
$328 3 +1 +50%
HWP
1023
Highline Wealth Partners
California
$219 2 -5 -71%
VWM
1024
Vermillion Wealth Management
Minnesota
$219 2 +2 New
KWAG
1025
Kiely Wealth Advisory Group
North Carolina
$112 1 – –
39 40
41
42 43