Heritage Financial
HFWA
About: Heritage Financial Corp is a bank holding company. The company through its subsidiary provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as noninterest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
Employees: 761
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
0.18% more ownership
Funds ownership: 84.05% [Q1] → 84.23% (+0.18%) [Q2]
1% less capital invested
Capital invested by funds: $695M [Q1] → $685M (-$10.2M) [Q2]
5% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 59
6% less funds holding
Funds holding: 181 [Q1] → 171 (-10) [Q2]
33% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 24
100% less call options, than puts
Call options by funds: $5K | Put options by funds: $2.01M
Financial journalist opinion
