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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
RTL
151
Red Tortoise LLC
Georgia
$3.55K
MCM
152
MAI Capital Management
Ohio
$3.5K
CFB
153
Cullen/Frost Bankers
Texas
$3.13K
AAP
154
Arax Advisory Partners
Colorado
$2.65K
Jones Financial Companies
155
Jones Financial Companies
Missouri
$2.43K
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$2.34K
RIL
157
Rothschild Investment LLC
Illinois
$2.27K
PFBT
158
Parkside Financial Bank & Trust
Missouri
$2.19K
UB
159
UMB Bank
Missouri
$2.19K
FFO
160
Fortitude Family Office
Arizona
$1.91K
S
161
SignatureFD
Georgia
$1.5K
SWM
162
Spire Wealth Management
Virginia
$1.38K
VCM
163
Versant Capital Management
Arizona
$1.12K
PWA
164
Physician Wealth Advisors
Utah
$1.1K
GWM
165
Geneos Wealth Management
Colorado
$1.02K
SC
166
Stephens Consulting
Michigan
$716
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$620
FFA
168
Farther Finance Advisors
California
$620
PS
169
Principal Securities
Iowa
$501
AssetMark Inc
170
AssetMark Inc
California
$334
SS
171
SBI Securities
Japan
$24
CIAM
172
Caitong International Asset Management
Hong Kong
$24
ZIM
173
Zacks Investment Management
Illinois
HF
174
HRT Financial
New York
ECM
175
ExodusPoint Capital Management
New York