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Hartford Financial Services

1,040 hedge funds and large institutions have $29.4B invested in Hartford Financial Services in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 381 increasing their positions, 354 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $73M | Put options by funds: $20.1M

53% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 86

3% more funds holding

Funds holding: 1,0081,040 (+32)

1.43% more ownership

Funds ownership: 90.68%92.11% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 354

5% less capital invested

Capital invested by funds: $31.1B → $29.4B (-$1.71B)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
1,040
Holders Change
+32
Holders Change %
+3.17%
% of All Funds
13.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
132
Increased
381
Reduced
354
Closed
86
Calls
$73M
Puts
$20.1M
Net Calls
+$52.9M
Net Calls Change
+$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
1076
Great Waters Wealth Management
Minnesota
-$306K -2,598 Closed
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
-$296K -2,518 Closed
CM
1078
Caption Management
Oklahoma
-$282K -2,400 Closed
MIS
1079
Morningstar Investment Services
Illinois
-$270K -2,309 Closed
BHWM
1080
Bar Harbor Wealth Management
New Hampshire
-$260K -2,209 Closed
CIA
1081
Concurrent Investment Advisors
Florida
-$253K -2,154 Closed
LFA
1082
Legacy Financial Advisors
Kentucky
-$251K -2,130 Closed
OCM
1083
One Capital Management
California
-$237K -2,015 Closed
PAM
1084
Paradigm Asset Management
New York
-$235K -2,000 Closed
APP
1085
Avantax Planning Partners
Iowa
-$229K -1,951 Closed
AC
1086
AXQ Capital
New Jersey
-$217K -1,841 Closed
SPC
1087
Sigma Planning Corp
Michigan
-$215K -1,825 Closed
SA
1088
Strategic Advisors
New York
-$213K -1,809 Closed
S
1089
Sunpointe
Missouri
-$213K -1,801 Closed
MFG
1090
MidWestOne Financial Group
Iowa
-$212K -1,800 Closed
MIC
1091
Means Investment Company
Maine
-$211K -1,798 Closed
AC
1092
Avestar Capital
New York
-$211K -1,792 Closed
BW
1093
Bison Wealth
Georgia
-$210K -1,783 Closed
MW
1094
Marcum Wealth
Ohio
-$209K -1,780 Closed
MAM
1095
McLean Asset Management
Virginia
-$208K -1,766 Closed
Pzena Investment Management
1096
Pzena Investment Management
New York
-$207K -1,757 Closed
CAAS
1097
Capital Asset Advisory Services
Michigan
-$202K -1,745 Closed
AWM
1098
Axxcess Wealth Management
California
-$205K -1,742 Closed
VFP
1099
Verus Financial Partners
Virginia
-$205K -1,741 Closed
FOA
1100
Five Oceans Advisors
California
-$204K -1,733 Closed

HIG Hedge Fund Activity: Q4 2024 in Review

1,040 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2024, worth a combined $29.4B — down 5.5% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 86 closed out — a net gain of 46 holders — while 381 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $339M. The largest seller was Fidelity Investments, cutting an estimated $314M.

  • 1,040 institutional investors held Hartford Financial Services (HIG) as of Q4 2024, up from 1,008 in Q3 2024.
  • Funds reported $29.4B of Hartford Financial Services stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q4 2024 and 86 closed out, a net change of +46 holders.
  • The largest Hartford Financial Services buyer in Q4 2024 was BlackRock, an estimated $339M added.
  • The largest Hartford Financial Services seller in Q4 2024 was Fidelity Investments, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2024.