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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
101
$273K
102
$260K
103
$254K
104
$236K
105
$236K
106
$232K
107
$229K
108
$210K
109
$209K
110
$209K
111
$206K
112
$203K
113
$194K
114
$193K
115
$187K
116
$187K
117
$177K
118
$163K
119
$153K
120
$147K
121
$146K
122
$142K
123
$141K
124
$109K
125
$92.9K