Heritage Financial
HFWA
HFWA
169 hedge funds and large institutions have $706M invested in Heritage Financial in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
17% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 66
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.35M
Holders
169
Holding in Top 10
–
Calls
–
Puts
$1.35M
Top Buyers
| 1 | +$11.2M | |
| 2 | +$10.8M | |
| 3 | +$5.33M | |
| 4 |
Jennison Associates
New York
|
+$2.48M |
| 5 |
Two Sigma Investments
New York
|
+$1.78M |
Top Sellers
| 1 | -$4.04M | |
| 2 | -$2.01M | |
| 3 | -$1.85M | |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.51M |
| 5 |
KJWM
Kiley Juergens Wealth Management
Olympia,
Washington
|
-$1.34M |
