Heritage Financial
HFWA
191 hedge funds and large institutions have $978M invested in Heritage Financial in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
23% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 56
15% more capital invested
Capital invested by funds: $850M → $978M (+$127M)
3% more funds holding
Funds holding: 185 → 191 (+6)
0.66% more ownership
Funds ownership: 79.76% → 80.42% (+0.66%)
44% less call options, than puts
Call options by funds: $293K | Put options by funds: $524K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$8.93M |
| 2 |
BlackRock
New York
|
+$6.86M |
| 3 |
JP Morgan Chase
New York
|
+$6.24M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.11M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$7.08M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.72M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$2.98M |
| 4 |
Two Sigma Investments
New York
|
-$2.78M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.76M |
HFWA Hedge Fund Activity: Q2 2026 in Review
191 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q2 2026, worth a combined $978M — up 15% from $850M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HFWA positions and 18 closed out — a net gain of 11 holders — while 69 added to existing stakes and 56 trimmed.
The largest buyer was Jennison Associates, adding an estimated $8.93M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $7.08M sold.
- 191 institutional investors held Heritage Financial (HFWA) as of Q2 2026, up from 185 in Q1 2026.
- Funds reported $978M of Heritage Financial stock for Q2 2026, up 15% quarter-over-quarter.
- 29 funds opened new Heritage Financial positions in Q2 2026 and 18 closed out, a net change of +11 holders.
- The largest Heritage Financial buyer in Q2 2026 was Jennison Associates, an estimated $8.93M added.
- The largest Heritage Financial seller in Q2 2026 was Lord, Abbett & Co, an estimated $7.08M sold.
Based on aggregated 13F filings for Q2 2026.