Heritage Financial
HFWA
HFWA
180 hedge funds and large institutions have $694M invested in Heritage Financial in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
2% more capital invested
Capital invested by funds: $679M → $694M (+$15.3M)
18% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 65
Holders
180
Holding in Top 10
–
Calls
$27K
Puts
$7K
Top Buyers
| 1 | +$35.9M | |
| 2 | +$13.3M | |
| 3 | +$2.99M | |
| 4 |
Jane Street
New York
|
+$2.13M |
| 5 |
Renaissance Technologies
New York
|
+$2.11M |
Top Sellers
| 1 | -$22.6M | |
| 2 | -$5.14M | |
| 3 | -$2.97M | |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.79M |
| 5 |
BlackRock
New York
|
-$2.36M |