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Hartford Financial Services
HIG

Overview Fund Activity

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
14.61%
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

Top Buyers

1
Franklin Resources
Franklin Resources
California
$415M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$106M
3
UBS AM
UBS AM
Illinois
$547M
4
Jane Street
Jane Street
New York
$58.6M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$189M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.23B
2
Victory Capital Management
Victory Capital Management
Texas
$439M
3
UBS Group
UBS Group
Switzerland
$173M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$22.9M
5
BlackRock
BlackRock
New York
$4.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
1051
Bay Harbor Wealth Management
Maryland
$2.29K +$1.15K +9 +100%
FMP
1052
Financial Management Professionals
Texas
$2.04K – – –
HIA
1053
HFM Investment Advisors
New Jersey
$2.03K +$1.14K +9 +129%
SWA
1054
SOA Wealth Advisors
New York
$1.91K -$1.91K -15 -50%
GC
1055
Garde Capital
Washington
$1.9K – – –
DWM
1056
Dogwood Wealth Management
Kansas
$1.84K -$490 -4 -21%
BTD
1057
BankPlus Trust Department
Mississippi
$1.78K – – –
HIA
1058
Harbor Investment Advisory
Maryland
$1.78K – – –
PWM
1059
Parkworth Wealth Management
California
$1.78K +$634 +5 +56%
NL
1060
NVWM LLC
Pennsylvania
$1.52K -$380 -3 -20%
DI
1061
DAGCO Inc
Ohio
$1.52K – – –
IHWM
1062
Iron Horse Wealth Management
Iowa
$1.52K – – –
FNWA
1063
Financial Network Wealth Advisors
Utah
$1.52K +$1.52K +12 New
SC
1064
Stephens Consulting
Michigan
$1.4K +$1.4K +11 New
PWA
1065
Principia Wealth Advisory
Texas
$1.27K +$508 +4 +67%
LWMI
1066
Legacy Wealth Management (Idaho)
Idaho
$1.14K – – –
NWM
1067
Nova Wealth Management
Florida
$1.14K +$1.14K +9 New
LIS
1068
Legacy Investment Solutions
Idaho
$1.14K +$1.14K +9 New
PA
1069
Pineridge Advisors
Missouri
$1.03K +$1.03K +8 New
AWM
1070
AllSquare Wealth Management
New York
$1.02K – – –
ACA
1071
American Capital Advisory
Idaho
$1.02K +$634 +5 +167%
QWM
1072
Quaker Wealth Management
New Jersey
$889 +$889 +7 New
RS
1073
Rakuten Securities
Japan
$888 +$254 +2 +40%
CIAS
1074
CBIZ Investment Advisory Services
Ohio
$768 +$768 +6 New
WA
1075
WestEnd Advisors
North Carolina
$761 -$380 -3 -33%
41 42
43
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