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Heritage Financial

172 hedge funds and large institutions have $686M invested in Heritage Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 60 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
172
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 +$22.1M
2 +$5.37M
3 +$3.68M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.42M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.28M

Top Sellers

1 -$3.36M
2 -$2.99M
3 -$2.95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.52M
5
HF
HRT Financial
New York
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
76
STRS Ohio
Ohio
$601K
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$598K
Wells Fargo
78
Wells Fargo
California
$584K
PCM
79
Penn Capital Management
Pennsylvania
$572K
Deutsche Bank
80
Deutsche Bank
Germany
$523K
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$513K
Franklin Resources
82
Franklin Resources
California
$505K
CCIA
83
Campbell & Co Investment Adviser
Maryland
$504K
B
84
Bensler
Washington
$488K
MIM
85
MetLife Investment Management
New Jersey
$487K
MCM
86
Mengis Capital Management
Oregon
$484K
SOADOR
87
State of Alaska Department of Revenue
Alaska
$483K
GF
88
Gabelli Funds
New York
$446K
Mirae Asset Global ETFs Holdings
89
Mirae Asset Global ETFs Holdings
Hong Kong
$446K
QCM
90
Quantinno Capital Management
New York
$441K
IMRF
91
Illinois Municipal Retirement Fund
Illinois
$440K
Comerica Bank
92
Comerica Bank
Texas
$383K
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$379K
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$366K
BPWM
95
Badgley Phelps Wealth Managers
Washington
$363K
Millennium Management
96
Millennium Management
New York
$349K
SAG
97
SageView Advisory Group
California
$339K
SEI Investments
98
SEI Investments
Pennsylvania
$328K
YCM
99
Yousif Capital Management
Michigan
$308K
BJL
100
Brighton Jones LLC
Washington
$286K