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Heritage Financial
HFWA
HFWA
174 hedge funds and large institutions have $700M invested in Heritage Financial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
2% more funds holding
Funds holding: 171 → 174 (+3)
1.19% more ownership
Funds ownership: 85.97% → 87.17% (+1.2%)
3% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 61
1% less capital invested
Capital invested by funds: $706M → $700M (-$5.83M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
63
Reduced
61
Closed
16
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$1.34M
Top Buyers
| 1 |
BCM
Basswood Capital Management
New York
|
+$8.86M |
| 2 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$4.38M |
| 3 |
BlackRock
New York
|
+$4.38M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.03M |
| 5 |
AU
Algebris (UK)
London,
United Kingdom
|
+$1.76M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.63M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.59M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$4.49M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.17M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.15M |
