Heritage Financial
HFWA
HFWA
174 hedge funds and large institutions have $700M invested in Heritage Financial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1% less capital invested
Capital invested by funds: $706M → $700M (-$5.83M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Holders
174
Holding in Top 10
–
Calls
–
Puts
$2K
Top Buyers
| 1 | +$8.86M | |
| 2 | +$4.38M | |
| 3 | +$4.38M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.03M |
| 5 |
AU
Algebris (UK)
London,
United Kingdom
|
+$1.76M |
Top Sellers
| 1 | -$8.63M | |
| 2 | -$5.59M | |
| 3 | -$4.49M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.17M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.15M |
