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Heritage Financial

171 hedge funds and large institutions have $706M invested in Heritage Financial in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 84.23%85.97% (+1.7%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

3% more capital invested

Capital invested by funds: $685M → $706M (+$21.2M)

0% more funds holding

Funds holding: 171171 (0)

15% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 66

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.35M

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
56
Reduced
66
Closed
17
Calls
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$660K
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$244K +$3.78K +156 +2%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$235K -$41.5K -1,711 -15%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$232K
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$228K +$38.7K +1,596 +20%
LPL Financial
105
LPL Financial
California
$218K +$218K +9,016 New
ACA
106
Aspire Capital Advisors
Washington
$212K
Verition Fund Management
107
Verition Fund Management
Connecticut
$210K +$210K +8,685 New
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$209K
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$209K -$2.64K -109 -1%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$205K +$111K +4,561 +117%
US Bancorp
111
US Bancorp
Minnesota
$196K
ACM
112
Aquatic Capital Management
Illinois
$188K -$76.4K -3,153 -29%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$185K +$93K +3,838 +100%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$185K -$4.85K -200 -3%
ZBNA
115
Zions Bancorporation, National Association
Utah
$166K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$158K +$14.1K +583 +10%
KK
117
KLP Kapitalforvaltning
Norway
$155K
CFS
118
CGC Financial Services
Oregon
$149K
SG Americas Securities
119
SG Americas Securities
New York
$133K -$47K -1,941 -26%
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$128K -$14.5K -600 -10%
GI
121
GAMMA Investing
California
$104K -$6.71K -277 -6%
DekaBank Deutsche Girozentrale
122
DekaBank Deutsche Girozentrale
Germany
$72K
AIP
123
Ameritas Investment Partners
Nebraska
$68.9K -$13.9K -573 -17%
SCM
124
Sterling Capital Management
North Carolina
$56.9K +$35.1K +1,449 +160%
EWA
125
EverSource Wealth Advisors
Alabama
$51.8K +$4.41K +182 +9%

HFWA Hedge Fund Activity: Q3 2025 in Review

171 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q3 2025, worth a combined $706M — up 3.1% from $685M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HFWA positions and 17 closed out — a net gain of 1 holder — while 56 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $11.2M. The largest seller was BlackRock, cutting an estimated $4.05M.

  • 171 institutional investors held Heritage Financial (HFWA) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $706M of Heritage Financial stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 18 funds opened new Heritage Financial positions in Q3 2025 and 17 closed out, a net change of +1 holder.
  • The largest Heritage Financial buyer in Q3 2025 was Wellington Management Group, an estimated $11.2M added.
  • The largest Heritage Financial seller in Q3 2025 was BlackRock, an estimated $4.05M sold.

Based on aggregated 13F filings for Q3 2025.