We are live on ! Find out more
HIG icon

Hartford Financial Services

1,106 hedge funds and large institutions have $32.9B invested in Hartford Financial Services in 2025 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 430 increasing their positions, 360 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $12.6M

83% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 66

19% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 360

4% more funds holding

Funds holding: 1,0621,106 (+44)

0% more capital invested

Capital invested by funds: $32.7B → $32.9B (+$154M)

1.41% less ownership

Funds ownership: 92.75%91.34% (-1.4%)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
1,106
Holders Change
+44
Holders Change %
+4.14%
% of All Funds
14.56%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
121
Increased
430
Reduced
360
Closed
66
Calls
$32.2M
Puts
$12.6M
Net Calls
+$19.7M
Net Calls Change
-$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1001
Provenance Wealth Advisors
Florida
$15.5K
GSWM
1002
Golden State Wealth Management
California
$15K
CCC
1003
Chelsea Counsel Company
California
$14.7K
FFO
1004
Fortitude Family Office
Arizona
$14.2K +$6.21K +50 +81%
AEPWM
1005
Atlantic Edge Private Wealth Management
Florida
$14.1K
ITFISA
1006
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14K -$9.32K -75 -41%
BWL
1007
Bogart Wealth LLC
Virginia
$13.8K +$10.1K +81 +289%
PWAM
1008
Private Wealth Asset Management
Iowa
$13.6K -$1.24K -10 -9%
AG
1009
AmeriFlex Group
Nevada
$12.8K +$12.8K +103 New
CBT
1010
CoreFirst Bank & Trust
Kansas
$12.7K +$12.4K +100 New
W
1011
WealthCollab
Washington
$12.1K
VNA
1012
Valley National Advisers
Pennsylvania
$12K
AWM
1013
Activest Wealth Management
Florida
$11.8K +$2.36K +19 +26%
RF
1014
Rossby Financial
Florida
$11.5K -$111K -894 -91%
BDPWM
1015
Barnes Dennig Private Wealth Management
Ohio
$11K +$10.8K +87 New
GA
1016
GoalVest Advisory
New York
$10.8K -$373 -3 -3%
MSWA
1017
Marshall & Sterling Wealth Advisors
New York
$10.5K
SC
1018
SouthState Corp
Florida
$10.2K
CMP
1019
Coston McIsaac & Partners
Maine
$10K
GEA
1020
Glen Eagle Advisors
New Jersey
$9.39K
AW
1021
Avion Wealth
Texas
$9K +$4.97K +40 +111%
HWA
1022
HHM Wealth Advisors
Tennessee
$8.88K -$746 -6 -8%
BT
1023
Banque Transatlantique
France
$8.67K
PP
1024
PFS Partners
New Jersey
$8.63K
AP
1025
Aspect Partners
Virginia
$8.5K

HIG Hedge Fund Activity: Q2 2025 in Review

1,106 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2025, worth a combined $32.9B — up 0.47% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new HIG positions and 66 closed out — a net gain of 55 holders — while 430 added to existing stakes and 360 trimmed.

The largest buyer was Franklin Resources, adding an estimated $138M. The largest seller was T. Rowe Price Associates, cutting an estimated $277M.

  • 1,106 institutional investors held Hartford Financial Services (HIG) as of Q2 2025, up from 1,062 in Q1 2025.
  • Funds reported $32.9B of Hartford Financial Services stock for Q2 2025, up 0.47% quarter-over-quarter.
  • 121 funds opened new Hartford Financial Services positions in Q2 2025 and 66 closed out, a net change of +55 holders.
  • The largest Hartford Financial Services buyer in Q2 2025 was Franklin Resources, an estimated $138M added.
  • The largest Hartford Financial Services seller in Q2 2025 was T. Rowe Price Associates, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2025.