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Heritage Financial

171 hedge funds and large institutions have $685M invested in Heritage Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5K
Puts
$2.01M
Net Calls
Net Calls Change

Top Buyers

1 +$21.3M
2 +$5.18M
3 +$3.56M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.37M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.23M

Top Sellers

1 -$3.25M
2 -$2.99M
3 -$2.84M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.43M
5
HF
HRT Financial
New York
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.5M
52
$1.39M
53
$1.37M
54
$1.37M
55
$1.26M
56
$1.21M
57
$1.21M
58
$1.19M
59
$1.04M
60
$1M
61
$943K
62
$908K
63
$842K
64
$841K
65
$833K
66
$825K
67
$815K
68
$810K
69
$789K
70
$767K
71
$759K
72
$750K
73
$651K
74
$651K
75
$601K