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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
76
$598K
77
$584K
78
$572K
79
$523K
80
$513K
81
$505K
82
$504K
83
$488K
84
$487K
85
$484K
86
$483K
87
$446K
88
$446K
89
$441K
90
$440K
91
$383K
92
$379K
93
$366K
94
$363K
95
$349K
96
$339K
97
$328K
98
$308K
99
$286K
100
$286K