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Heritage Financial
HFWA

Overview Fund Activity

170 hedge funds and large institutions have $683M invested in Heritage Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
170
Holders Change
-11
Holders Change %
-6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
59
Closed
24
Calls
$5K
Puts
$1.4M
Net Calls
-$1.39M
Net Calls Change
-$1.41M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$57.4M
2
Jennison Associates
2
Jennison Associates
New York
$71M
3
NL
3
Nuveen LLC
North Carolina
$6.12M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.36M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$1.04M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.73M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$841K
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$117M 4,894,381 -51,553 -1%
Jennison Associates
2
Jennison Associates
New York
$71M 2,977,315 +225,201 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$57.7M 2,419,737 +9,201 +0.4%
Victory Capital Management
4
Victory Capital Management
Texas
$57.4M 2,406,061 +925,064 +62%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48.6M 2,037,959 -30,806 -1%
State Street
6
State Street
Massachusetts
$37.8M 1,587,311 +52,441 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$32.4M 1,360,681 -21,792 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.7M 828,029 +3,447 +0.4%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$12M 504,509 +59,633 +13%
Northern Trust
10
Northern Trust
Illinois
$9.73M 408,080 -4,119 -1%
Ameriprise
11
Ameriprise
Minnesota
$9.38M 393,619 +6,663 +2%
Morgan Stanley
12
Morgan Stanley
New York
$9.09M 381,132 -50,750 -12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.34M 349,778 -4,345 -1%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$7.79M 326,731 +10,582 +3%
Charles Schwab
15
Charles Schwab
California
$7.71M 323,223 -531 -0.2%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.67M 321,534 -10,896 -3%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.64M 320,602 -6,646 -2%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.77M 283,970 -7,930 -3%
Invesco
19
Invesco
Georgia
$6.56M 275,223 -53,558 -16%
HA
20
Heartland Advisors
Wisconsin
$6.56M 275,000 – –
ProShare Advisors
21
ProShare Advisors
Maryland
$6.35M 266,360 -37,689 -12%
NL
22
Nuveen LLC
North Carolina
$6.12M 256,892 +154,511 +151%
BCM
23
Bridgeway Capital Management
Texas
$5.96M 250,129 +3,831 +2%
KJWM
24
Kiley Juergens Wealth Management
Washington
$5.55M 232,857 -1,208 -0.5%
BCM
25
Basswood Capital Management
New York
$5.5M 230,737 – –
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