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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$92.9K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$91K
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.2K
AIP
129
Ameritas Investment Partners
Nebraska
$81.6K
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$73K
TRCT
131
Tower Research Capital (TRC)
New York
$68.5K
EWA
132
EverSource Wealth Advisors
Alabama
$46.7K
Simplex Trading
133
Simplex Trading
Illinois
$43K
ME
134
McIlrath & Eck
Washington
$40.5K
AF
135
Allworth Financial
California
$29.7K
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$29.7K
SCM
137
Sterling Capital Management
North Carolina
$21.6K
RA
138
Rise Advisors
New York
$20.8K
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$19.3K
Osaic Holdings
140
Osaic Holdings
Arizona
$16.3K
SAM
141
Smartleaf Asset Management
Massachusetts
$16K
LFG
142
Larson Financial Group
Missouri
$9.94K
BIG
143
Brooklyn Investment Group
New York
$9.44K
FHA
144
First Horizon Advisors
Tennessee
$9.42K
HFS
145
Hantz Financial Services
Michigan
$9K
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$8.94K
ACM
147
Aster Capital Management
United Arab Emirates
$8.65K
IA
148
IFP Advisors
Florida
$8.06K
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$7K
Bessemer Group
150
Bessemer Group
New Jersey
$4K