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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
HWAM
101
Hennion & Walsh Asset Management
New Jersey
$286K
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$273K
ACM
103
Aquatic Capital Management
Illinois
$260K
Mariner
104
Mariner
Kansas
$254K
MSRPS
105
Maryland State Retirement & Pension System
Maryland
$236K
ASRS
106
Arizona State Retirement System
Arizona
$236K
AB
107
Amalgamated Bank
New York
$232K
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$229K
DT
109
Diversified Trust
Tennessee
$210K
ACA
110
Aspire Capital Advisors
Washington
$209K
COPPSERS
111
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$209K
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$206K
BHCM
113
Brevan Howard Capital Management
Jersey
$203K
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$194K
US Bancorp
115
US Bancorp
Minnesota
$193K
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$187K
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$187K
SG Americas Securities
118
SG Americas Securities
New York
$177K
ZBNA
119
Zions Bancorporation, National Association
Utah
$163K
KK
120
KLP Kapitalforvaltning
Norway
$153K
CFS
121
CGC Financial Services
Oregon
$147K
MS
122
Marshall & Sullivan
Washington
$146K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$142K
New York State Teachers Retirement System (NYSTRS)
124
New York State Teachers Retirement System (NYSTRS)
New York
$141K
GI
125
GAMMA Investing
California
$109K