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Heritage Financial
HFWA

Overview Fund Activity

170 hedge funds and large institutions have $683M invested in Heritage Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
170
Holders Change
-11
Holders Change %
-6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
59
Closed
24
Calls
$5K
Puts
$1.4M
Net Calls
-$1.39M
Net Calls Change
-$1.41M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$57.4M
2
Jennison Associates
2
Jennison Associates
New York
$71M
3
NL
3
Nuveen LLC
North Carolina
$6.12M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.36M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$1.04M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.73M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$841K
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$598K 25,079 +112 +0.4%
Wells Fargo
77
Wells Fargo
California
$584K 24,493 +1,659 +7%
PCM
78
Penn Capital Management
Pennsylvania
$572K 23,974 -1,974 -8%
Deutsche Bank
79
Deutsche Bank
Germany
$523K 21,941 -4,966 -18%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$513K 21,500 – –
Franklin Resources
81
Franklin Resources
California
$505K 21,165 -5 -0%
CCIA
82
Campbell & Co Investment Adviser
Maryland
$504K 21,154 +21,154 New
B
83
Bensler
Washington
$488K 20,450 – –
MIM
84
MetLife Investment Management
New Jersey
$487K 20,422 – –
MCM
85
Mengis Capital Management
Oregon
$484K 20,310 -1 -0%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$483K 20,292 +1,457 +8%
GF
87
Gabelli Funds
New York
$446K 18,729 +18,729 New
Mirae Asset Global ETFs Holdings
88
Mirae Asset Global ETFs Holdings
Hong Kong
$446K 18,694 -1,366 -7%
QCM
89
Quantinno Capital Management
New York
$441K 18,481 +18,481 New
IMRF
90
Illinois Municipal Retirement Fund
Illinois
$440K 18,473 -515 -3%
Comerica Bank
91
Comerica Bank
Texas
$383K 16,064 – –
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$379K 15,900 -100 -0.6%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$366K 15,340 – –
BPWM
94
Badgley Phelps Wealth Managers
Washington
$363K 15,227 – –
Millennium Management
95
Millennium Management
New York
$349K 14,648 -50,254 -77%
SAG
96
SageView Advisory Group
California
$339K 14,440 -41 -0.3%
SEI Investments
97
SEI Investments
Pennsylvania
$328K 13,758 -608 -4%
YCM
98
Yousif Capital Management
Michigan
$308K 12,909 – –
BJL
99
Brighton Jones LLC
Washington
$286K 12,002 +138 +1%
HWAM
100
Hennion & Walsh Asset Management
New Jersey
$286K 11,977 -5,006 -29%
2 3
4
5 6