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Heritage Financial

184 hedge funds and large institutions have $850M invested in Heritage Financial in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
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
$3K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$17.9M
2 +$16.9M
3 +$13.8M
4
State Street
State Street
Massachusetts
+$5.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$5.74M

Top Sellers

1 -$4.21M
2 -$2.33M
3 -$2.33M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.84M
5
Jane Street
Jane Street
New York
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$209K
AI
127
Atom Investors
Texas
$201K
KK
128
KLP Kapitalforvaltning
Norway
$190K
VIA
129
Vanguard Investments Australia
Australia
$177K
CFS
130
CGC Financial Services
Oregon
$160K
GI
131
GAMMA Investing
California
$151K
ACM
132
Aster Capital Management
United Arab Emirates
$151K
DekaBank Deutsche Girozentrale
133
DekaBank Deutsche Girozentrale
Germany
$99K
AIP
134
Ameritas Investment Partners
Nebraska
$74.1K
PFBT
135
Parkside Financial Bank & Trust
Missouri
$62.1K
TRCT
136
Tower Research Capital (TRC)
New York
$61.3K
EWA
137
EverSource Wealth Advisors
Alabama
$51.7K
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$51.4K
ME
139
McIlrath & Eck
Washington
$44.1K
AF
140
Allworth Financial
California
$34.7K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$31.9K
SCM
142
Sterling Capital Management
North Carolina
$29.4K
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$25.5K
HFS
144
Hantz Financial Services
Michigan
$25K
Jones Financial Companies
145
Jones Financial Companies
Missouri
$22.5K
SL
146
Salomon & Ludwin
Virginia
$22K
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$16.1K
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$15.9K
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.7K
Osaic Holdings
150
Osaic Holdings
Arizona
$15.3K