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Heritage Financial
HFWA

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: 171 → 171 (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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.2M
2
AU
Algebris (UK)
United Kingdom
+$10.8M
3
Victory Capital Management
Victory Capital Management
Texas
+$5.34M
4
Jennison Associates
Jennison Associates
New York
+$2.49M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.05M
2
PAM
Panagora Asset Management
Massachusetts
-$2.01M
3
TI
Trexquant Investment
Connecticut
-$1.85M
4
State Street
State Street
Massachusetts
-$1.52M
5
KJWM
Kiley Juergens Wealth Management
Washington
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.24M -$1.15M -47,369 -48%
Raymond James Financial
52
Raymond James Financial
Florida
$1.23M +$73 +3 +0%
Barclays
53
Barclays
United Kingdom
$1.21M -$677K -27,917 -36%
NL
54
NWAM LLC
Washington
$1.2M +$48 +2 +0%
Jane Street
55
Jane Street
New York
$1.13M -$274K -11,297 -19%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$1.13M -$148K -6,110 -12%
PRCP
57
Pacific Ridge Capital Partners
Oregon
$1.02M – – –
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$959K +$122K +5,039 +15%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$925K -$280K -11,571 -23%
JP Morgan Chase
60
JP Morgan Chase
New York
$895K +$42K +1,734 +5%
Citigroup
61
Citigroup
New York
$895K -$761K -31,421 -46%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$869K +$263K +10,865 +43%
IIM
63
INTECH Investment Management
Florida
$868K +$23.3K +960 +3%
QCM
64
Quantinno Capital Management
New York
$846K +$399K +16,477 +89%
Prudential Financial
65
Prudential Financial
New Jersey
$827K -$27.6K -1,140 -3%
Lazard Asset Management
66
Lazard Asset Management
New York
$801K – – –
Federated Hermes
67
Federated Hermes
Pennsylvania
$795K -$596K -24,584 -43%
Canada Life
68
Canada Life
Manitoba, Canada
$792K -$218 -9 -0%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$770K +$48 +2 +0%
Rafferty Asset Management
70
Rafferty Asset Management
New York
$696K -$226K -9,324 -24%
First Trust Advisors
71
First Trust Advisors
Illinois
$693K -$264K -10,904 -28%
Wells Fargo
72
Wells Fargo
California
$692K +$99.8K +4,119 +17%
GC
73
Globeflex Capital
California
$660K – – –
Deutsche Bank
74
Deutsche Bank
Germany
$641K +$111K +4,569 +21%
PCM
75
Penn Capital Management
Pennsylvania
$635K +$55K +2,271 +9%
1 2
3
4 5

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.