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Hartford Financial Services

1,192 hedge funds and large institutions have $33.5B invested in Hartford Financial Services in 2026 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 420 increasing their positions, 458 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

20% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 90

16% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $56.1M

1.27% more ownership

Funds ownership: 90.82%92.1% (+1.3%)

0% less funds holding

Funds holding: 1,1931,192 (-1)

1% less capital invested

Capital invested by funds: $33.9B → $33.5B (-$397M)

8% less repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 458

Holders
1,192
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
14.4%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.08%
New
108
Increased
420
Reduced
458
Closed
90
Calls
$65.2M
Puts
$56.1M
Net Calls
+$9.08M
Net Calls Change
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1251
Independence Bank of Kentucky
Kentucky
-$94.7K -700 Closed
CCA
1252
Catalyst Capital Advisors
New York
-$64.2K -475 Closed
TPWA
1253
Twin Peaks Wealth Advisors
California
-$62.3K -461 Closed
AGWCA
1254
Annis Gardner Whiting Capital Advisors
Florida
-$54K -398 Closed
WSFG
1255
Wall Street Financial Group
Illinois
-$48.3K -357 Closed
SWIM
1256
Smallwood Wealth Investment Management
New Jersey
-$40.6K -300 Closed
SIS
1257
Sound Income Strategies
Florida
-$34.5K -256 Closed
RMC
1258
Resources Management Corp
Connecticut
-$28K -204 Closed
OWA
1259
Opal Wealth Advisors
New York
-$26.4K -195 Closed
IWS
1260
Intentional Wealth Strategies
Colorado
-$22.7K -168 Closed
LAS
1261
Lloyd Advisory Services
Georgia
-$22.1K -163 Closed
S
1262
Sachetta
Massachusetts
-$19.4K -143 Closed
MWC
1263
MBM Wealth Consultants
Missouri
-$16.4K -121 Closed
TGY2IT
1264
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$13.3K -98 Closed
GSEP
1265
Golden State Equity Partners
California
-$12.7K -94 Closed
SA
1266
Scarborough Advisors
Maryland
-$9.72K -72 Closed
ICCON
1267
Investment Counsel Company of Nevada
Nevada
-$9.06K -67 Closed
CFG
1268
Clayton Financial Group
Missouri
-$7.03K -52 Closed
CCM
1269
Chilton Capital Management
Texas
-$4.46K -33 Closed
OA
1270
Operose Advisors
Wisconsin
-$3.65K -27 Closed
UFPG
1271
United Financial Planning Group
New York
-$2.57K -19 Closed
MAM
1272
Marquette Asset Management
Minnesota
-$2.44K -18 Closed
PWA
1273
Portus Wealth Advisors
North Carolina
-$1.89K -14 Closed
CCWM
1274
Cassaday & Co Wealth Management
Virginia
-$1.76K -13 Closed
DI
1275
DAGCO Inc
Ohio
-$1.62K -12 Closed

HIG Hedge Fund Activity: Q2 2026 in Review

1,192 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2026, worth a combined $33.5B — down 1.2% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HIG positions and 90 closed out — a net gain of 18 holders — while 420 added to existing stakes and 458 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $247M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $183M sold.

  • 1,192 institutional investors held Hartford Financial Services (HIG) as of Q2 2026, down from 1,193 in Q1 2026.
  • Funds reported $33.5B of Hartford Financial Services stock for Q2 2026, down 1.2% quarter-over-quarter.
  • 108 funds opened new Hartford Financial Services positions in Q2 2026 and 90 closed out, a net change of +18 holders.
  • The largest Hartford Financial Services buyer in Q2 2026 was Qube Research & Technologies (QRT), an estimated $247M added.
  • The largest Hartford Financial Services seller in Q2 2026 was Hotchkis & Wiley Capital Management, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2026.