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Heritage Financial
HFWA

Overview Fund Activity

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
Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
59
Closed
24
Calls
$5K
Puts
$2.01M
Net Calls
-$2.01M
Net Calls Change
-$2.03M

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 Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$273K – – –
ACM
102
Aquatic Capital Management
Illinois
$260K +$247K +10,370 +1,892%
Mariner
103
Mariner
Kansas
$254K +$254K +10,636 New
MSRPS
104
Maryland State Retirement & Pension System
Maryland
$236K – – –
ASRS
105
Arizona State Retirement System
Arizona
$236K +$3.36K +141 +1%
AB
106
Amalgamated Bank
New York
$232K – – –
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$229K – – –
DT
108
Diversified Trust
Tennessee
$210K – – –
ACA
109
Aspire Capital Advisors
Washington
$209K – – –
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$209K +$209K +8,756 New
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$206K -$482K -20,225 -70%
BHCM
112
Brevan Howard Capital Management
Jersey
$203K -$174K -7,294 -46%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$194K – – –
US Bancorp
114
US Bancorp
Minnesota
$193K -$59.6K -2,500 -24%
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$187K – – –
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$187K – – –
SG Americas Securities
117
SG Americas Securities
New York
$177K -$16.3K -682 -8%
ZBNA
118
Zions Bancorporation, National Association
Utah
$163K – – –
KK
119
KLP Kapitalforvaltning
Norway
$153K – – –
CFS
120
CGC Financial Services
Oregon
$147K – – –
MS
121
Marshall & Sullivan
Washington
$146K +$146K +6,144 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$142K +$33.7K +1,415 +31%
New York State Teachers Retirement System (NYSTRS)
123
New York State Teachers Retirement System (NYSTRS)
New York
$141K +$2.39K +100 +2%
GI
124
GAMMA Investing
California
$109K +$37.8K +1,585 +53%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$92.9K -$265K -11,099 -74%
3 4
5
6 7