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Heritage Financial
HFWA

Overview Fund Activity

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

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$57.4M
2
Jennison Associates
2
Jennison Associates
New York
$71M
3
NL
3
Nuveen LLC
North Carolina
$6.12M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.36M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$1.04M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.73M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$841K
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$3.51K +$3.51K +147 New
CFB
152
Cullen/Frost Bankers
Texas
$3.13K -$7.93K -332 -72%
AAP
153
Arax Advisory Partners
Colorado
$2.65K +$1.43K +60 +118%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$2.43K +$2.43K +102 New
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.34K +$286 +12 +14%
RIL
156
Rothschild Investment LLC
Illinois
$2.27K +$596 +25 +36%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$2.19K +$954 +40 +77%
UB
158
UMB Bank
Missouri
$2.19K -$1.38K -58 -39%
FFO
159
Fortitude Family Office
Arizona
$1.91K +$1.91K +80 New
S
160
SignatureFD
Georgia
$1.5K – – –
SWM
161
Spire Wealth Management
Virginia
$1.38K -$310 -13 -18%
VCM
162
Versant Capital Management
Arizona
$1.12K -$95 -4 -8%
PWA
163
Physician Wealth Advisors
Utah
$1.1K +$1.1K +46 New
GWM
164
Geneos Wealth Management
Colorado
$1.03K +$1.03K +43 New
SC
165
Stephens Consulting
Michigan
$716 +$358 +15 +100%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$620 – – –
FFA
167
Farther Finance Advisors
California
$620 – – –
PS
168
Principal Securities
Iowa
$501 – – –
AssetMark Inc
169
AssetMark Inc
California
$334 +$334 +14 New
SS
170
SBI Securities
Japan
$24 – – –
CIAM
171
Caitong International Asset Management
Hong Kong
$24 – – –
ZIM
172
Zacks Investment Management
Illinois
– -$2.99M -122,706 Closed
HF
173
HRT Financial
New York
– -$2.02M -83,175 Closed
ECM
174
ExodusPoint Capital Management
New York
– -$1.76M -72,322 Closed
JCIA
175
Jackson Creek Investment Advisors
Colorado
– -$1.51M -61,861 Closed
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