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Hartford Financial Services

1,184 hedge funds and large institutions have $33.9B invested in Hartford Financial Services in 2026 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 460 increasing their positions, 381 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $17.9M

30% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 94

21% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 381

0% more funds holding

Funds holding: 1,1811,184 (+3)

4% less capital invested

Capital invested by funds: $35.4B → $33.9B (-$1.55B)

1.5% less ownership

Funds ownership: 92.31%90.81% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
1,184
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
14.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
122
Increased
460
Reduced
381
Closed
94
Calls
$72.9M
Puts
$17.9M
Net Calls
+$55M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1051
Valley National Advisers
Pennsylvania
$17K +$3.28K +24 +24%
JWM
1052
JPL Wealth Management
Colorado
$16.9K +$17.1K +125 New
PWA
1053
Physician Wealth Advisors
Utah
$16.5K +$13.9K +102 +510%
PWA
1054
Provenance Wealth Advisors
Florida
$16.5K
MWC
1055
MBM Wealth Consultants
Missouri
$16.4K +$16.5K +121 New
GSWM
1056
Golden State Wealth Management
California
$16K
OAJ
1057
Ogorek Anthony Joseph
New York
$16K
GWS
1058
Greykasell Wealth Strategies
California
$15.8K +$16K +117 New
AEPWM
1059
Atlantic Edge Private Wealth Management
Florida
$15K
KAS
1060
Kemnay Advisory Services
New York
$15K +$682 +5 +5%
PWAM
1061
Private Wealth Asset Management
Iowa
$14.5K
RG
1062
RHL Group
Michigan
$13.7K +$13.8K +101 New
W
1063
WealthCollab
Washington
$12.8K
WA
1064
Whipplewood Advisors
Colorado
$12.7K +$12.8K +94 New
GSEP
1065
Golden State Equity Partners
California
$12.7K +$12.8K +94 New
CCC
1066
Chelsea Counsel Company
California
$12.2K -$3.41K -25 -22%
HWA
1067
HHM Wealth Advisors
Tennessee
$11.9K +$7.64K +56 +175%
TC
1068
Tacita Capital
Ontario, Canada
$11.9K +$12K +88 New
GA
1069
GoalVest Advisory
New York
$11.5K
TC
1070
Truvestments Capital
Florida
$11.5K
CMP
1071
Coston McIsaac & Partners
Maine
$11K
MAM
1072
Meeder Asset Management
Ohio
$10.5K -$4.78K -35 -31%
CTB
1073
Country Trust Bank
Illinois
$10.5K
CT
1074
Colonial Trust
South Carolina
$10.3K
RDFA
1075
Ritter Daniher Financial Advisory
Ohio
$10.3K

HIG Hedge Fund Activity: Q1 2026 in Review

1,184 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2026, worth a combined $33.9B — down 4.4% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new HIG positions and 94 closed out — a net gain of 28 holders — while 460 added to existing stakes and 381 trimmed.

The largest buyer was Woodline Partners, adding an estimated $93.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $402M.

  • 1,184 institutional investors held Hartford Financial Services (HIG) as of Q1 2026, up from 1,181 in Q4 2025.
  • Funds reported $33.9B of Hartford Financial Services stock for Q1 2026, down 4.4% quarter-over-quarter.
  • 122 funds opened new Hartford Financial Services positions in Q1 2026 and 94 closed out, a net change of +28 holders.
  • The largest Hartford Financial Services buyer in Q1 2026 was Woodline Partners, an estimated $93.9M added.
  • The largest Hartford Financial Services seller in Q1 2026 was T. Rowe Price Associates, an estimated $402M sold.

Based on aggregated 13F filings for Q1 2026.