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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
LFG
151
Larson Financial Group
Missouri
$15K
QCG
152
Quadrant Capital Group
Ohio
$13.4K
VCM
153
Versant Capital Management
Arizona
$11.5K
FHC
154
First Horizon Corporation
Tennessee
$10.3K
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$9.96K
UB
156
UMB Bank
Missouri
$5.54K
TCM
157
Triumph Capital Management
Colorado
$5.2K
Bessemer Group
158
Bessemer Group
New Jersey
$5K
AAP
159
Arax Advisory Partners
Colorado
$4.97K
SIS
160
Sound Income Strategies
Florida
$4.83K
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$4.78K
RTL
162
Red Tortoise LLC
Georgia
$3.87K
RIL
163
Rothschild Investment LLC
Illinois
$3.22K
ZBNA
164
Zions Bancorporation, National Association
Utah
$2.52K
RFP
165
Root Financial Partners
California
$2.5K
FFA
166
Farther Finance Advisors
California
$2.44K
CMA
167
Cedar Mountain Advisors
Oregon
$2.05K
SAM
168
Smartleaf Asset Management
Massachusetts
$1.94K
PWA
169
Physician Wealth Advisors
Utah
$1.74K
S
170
SignatureFD
Georgia
$1.64K
SWM
171
Spire Wealth Management
Virginia
$988
KFAS
172
Keating Financial Advisory Services
Kansas
$832
MCM
173
MAI Capital Management
Ohio
$702
BGAI
174
Bruce G. Allen Investments
Colorado
$624
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$598