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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
Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.29%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$91K -$5.31K -223 -6%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.2K -$1.41K -59 -2%
AIP
128
Ameritas Investment Partners
Nebraska
$81.6K
DekaBank Deutsche Girozentrale
129
DekaBank Deutsche Girozentrale
Germany
$73K
TRCT
130
Tower Research Capital (TRC)
New York
$68.5K +$34.1K +1,431 +99%
EWA
131
EverSource Wealth Advisors
Alabama
$46.7K +$46.5K +1,951 +27,871%
Simplex Trading
132
Simplex Trading
Illinois
$43K +$43K +1,815 New
ME
133
McIlrath & Eck
Washington
$40.5K
AF
134
Allworth Financial
California
$29.7K -$1.69K -71 -5%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$29.7K -$1.07K -45 -3%
SCM
136
Sterling Capital Management
North Carolina
$21.6K +$7.68K +322 +55%
RA
137
Rise Advisors
New York
$20.8K
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$19.3K
Osaic Holdings
139
Osaic Holdings
Arizona
$16.3K +$6.18K +255 +61%
SAM
140
Smartleaf Asset Management
Massachusetts
$16K -$3.62K -152 -18%
LFG
141
Larson Financial Group
Missouri
$9.94K +$9.85K +413 +10,325%
BIG
142
Brooklyn Investment Group
New York
$9.44K +$6.89K +289 +270%
FHA
143
First Horizon Advisors
Tennessee
$9.42K
HFS
144
Hantz Financial Services
Michigan
$9K +$6.57K +289 +270%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$8.94K -$524 -22 -6%
ACM
146
Aster Capital Management
United Arab Emirates
$8.65K +$8.65K +363 New
IA
147
IFP Advisors
Florida
$8.06K
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$7K +$7K +313 New
Bessemer Group
149
Bessemer Group
New Jersey
$4K -$3.45K -157 -46%
RTL
150
Red Tortoise LLC
Georgia
$3.55K