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Hartford Financial Services

1,063 hedge funds and large institutions have $32.7B invested in Hartford Financial Services in 2025 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 361 increasing their positions, 392 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

174% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $15.1M

43% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 93

11% more capital invested

Capital invested by funds: $29.4B → $32.7B (+$3.31B)

2% more funds holding

Funds holding: 1,0411,063 (+22)

0.64% more ownership

Funds ownership: 92.11%92.75% (+0.64%)

8% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 392

Holders
1,063
Holders Change
+22
Holders Change %
+2.11%
% of All Funds
14.25%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
133
Increased
361
Reduced
392
Closed
93
Calls
$41.4M
Puts
$15.1M
Net Calls
+$26.3M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.58B -$16.4M -143,106 -0.4%
BlackRock
2
BlackRock
New York
$3.98B +$163M +1,425,889 +5%
State Street
3
State Street
Massachusetts
$2.01B -$45.9M -399,944 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.53B +$137M +1,197,579 +11%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.47B -$82.6M -720,850 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$914M +$18.1M +158,090 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$641M -$12.4M -108,441 -2%
Invesco
8
Invesco
Georgia
$581M -$119M -1,037,194 -18%
Victory Capital Management
9
Victory Capital Management
Texas
$552M -$27.8M -242,043 -5%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$507M +$18.3M +160,022 +4%
Norges Bank
11
Norges Bank
Norway
$490M +$17.8M +155,628 +4%
Northern Trust
12
Northern Trust
Illinois
$487M +$45.7M +398,950 +11%
LSV Asset Management
13
LSV Asset Management
Illinois
$485M -$23.9M -208,751 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$471M -$163M -1,422,026 -27%
UBS AM
15
UBS AM
Illinois
$468M -$5.76M -50,215 -1%
Morgan Stanley
16
Morgan Stanley
New York
$452M -$7.75M -67,565 -2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$434M +$6.89M +60,116 +2%
Bank of America
18
Bank of America
North Carolina
$378M +$139M +1,208,524 +66%
First Trust Advisors
19
First Trust Advisors
Illinois
$350M +$16.8M +146,724 +5%
Newport Trust Company
20
Newport Trust Company
District of Columbia
$325M -$4.5M -39,216 -1%
Legal & General Group
21
Legal & General Group
United Kingdom
$309M +$8.21M +71,580 +3%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$290M -$126M -1,097,056 -32%
UBS Group
23
UBS Group
Switzerland
$282M +$35.3M +307,515 +16%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$272M -$10.4M -91,013 -4%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$268M -$81M -706,216 -25%

HIG Hedge Fund Activity: Q1 2025 in Review

1,063 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2025, worth a combined $32.7B — up 11% from $29.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new HIG positions and 93 closed out — a net gain of 40 holders — while 361 added to existing stakes and 392 trimmed.

The largest buyer was BlackRock, adding an estimated $163M. The largest seller was JP Morgan Chase, cutting an estimated $163M.

  • 1,063 institutional investors held Hartford Financial Services (HIG) as of Q1 2025, up from 1,041 in Q4 2024.
  • Funds reported $32.7B of Hartford Financial Services stock for Q1 2025, up 11% quarter-over-quarter.
  • 133 funds opened new Hartford Financial Services positions in Q1 2025 and 93 closed out, a net change of +40 holders.
  • The largest Hartford Financial Services buyer in Q1 2025 was BlackRock, an estimated $163M added.
  • The largest Hartford Financial Services seller in Q1 2025 was JP Morgan Chase, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2025.