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Heritage Financial

171 hedge funds and large institutions have $706M invested in Heritage Financial in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.23%85.97% (+1.7%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

3% more capital invested

Capital invested by funds: $685M → $706M (+$21.2M)

0% more funds holding

Funds holding: 171171 (0)

15% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 66

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.35M

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
56
Reduced
66
Closed
17
Calls
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$660K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$5.92M -$290K -11,979 -5%
BCM
27
Basswood Capital Management
New York
$5.58M
DIA
28
Dana Investment Advisors
Wisconsin
$5.34M -$37.5K -1,547 -0.7%
Bank of America
29
Bank of America
North Carolina
$5.22M +$852K +35,151 +19%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$5.09M +$1.69M +69,900 +50%
Principal Financial Group
31
Principal Financial Group
Iowa
$4.57M -$443K -18,263 -9%
KJWM
32
Kiley Juergens Wealth Management
Washington
$4.29M -$1.34M -55,440 -24%
RA
33
Royce & Associates
New York
$4.09M +$70.1K +2,894 +2%
GLA
34
Great Lakes Advisors
Illinois
$3.97M -$501K -20,687 -11%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$3.41M +$1.04M +42,964 +44%
EF
36
Empowered Funds
Pennsylvania
$3.33M +$245K +10,106 +8%
Goldman Sachs
37
Goldman Sachs
New York
$3.31M -$167K -6,871 -5%
MC
38
Martin & Co
Tennessee
$3.21M +$32.5K +1,339 +1%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.2M +$392K +16,175 +14%
AQR Capital Management
40
AQR Capital Management
Connecticut
$3.12M +$347K +14,320 +12%
American Century Companies
41
American Century Companies
Missouri
$2.68M -$716K -29,560 -21%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.42M -$36.7K -1,513 -1%
UBS Group
43
UBS Group
Switzerland
$2.38M -$269K -11,114 -10%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.22M -$73.2K -3,019 -3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.94M -$307K -12,672 -14%
LSV Asset Management
46
LSV Asset Management
Illinois
$1.8M
DRZID
47
DePrince Race & Zollo Inc (DRZ)
Florida
$1.71M +$648K +26,727 +61%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.6M +$31.5K +1,300 +2%
KeyBank National Association
49
KeyBank National Association
Ohio
$1.56M +$42.3K +1,745 +3%
Universal-Beteiligungs- und Servicegesellschaft
50
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.4M +$745K +30,725 +112%

HFWA Hedge Fund Activity: Q3 2025 in Review

171 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q3 2025, worth a combined $706M — up 3.1% from $685M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HFWA positions and 17 closed out — a net gain of 1 holder — while 56 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $11.2M. The largest seller was BlackRock, cutting an estimated $4.05M.

  • 171 institutional investors held Heritage Financial (HFWA) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $706M of Heritage Financial stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 18 funds opened new Heritage Financial positions in Q3 2025 and 17 closed out, a net change of +1 holder.
  • The largest Heritage Financial buyer in Q3 2025 was Wellington Management Group, an estimated $11.2M added.
  • The largest Heritage Financial seller in Q3 2025 was BlackRock, an estimated $4.05M sold.

Based on aggregated 13F filings for Q3 2025.