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

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$1.04M
2
ZIM
Zacks Investment Management
Illinois
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$2.73M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$841K
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
176
Y-Intercept (HK)
Hong Kong
– -$844K -34,684 Closed
MAM
177
Martingale Asset Management
Massachusetts
– -$516K -21,200 Closed
Assenagon Asset Management
178
Assenagon Asset Management
Luxembourg
– -$513K -21,083 Closed
CF
179
Corebridge Financial
Texas
– -$429K -17,645 Closed
Verition Fund Management
180
Verition Fund Management
Connecticut
– -$372K -15,309 Closed
Citadel Advisors
181
Citadel Advisors
Florida
– -$341K -14,030 Closed
Amundi
182
Amundi
France
– -$308K -13,669 Closed
M1FG
183
Mach-1 Financial Group
Arkansas
– -$314K -12,915 Closed
IC
184
IEQ Capital
California
– -$295K -12,115 Closed
JG
185
Jain Global
New York
– -$210K -8,611 Closed
CC
186
Centiva Capital
New York
– -$206K -8,450 Closed
CCM
187
Coldstream Capital Management
Washington
– -$67.9K -2,792 Closed
UFF
188
USA Financial Formulas
Michigan
– -$20.8K -856 Closed
HI
189
Harbour Investments
Wisconsin
– -$12.8K -525 Closed
QCG
190
Quadrant Capital Group
Ohio
– -$5.18K -213 Closed
SPIA
191
Steward Partners Investment Advisory
New York
– -$3.65K -150 Closed
CA
192
Continuum Advisory
Idaho
– -$3.29K -135 Closed
HNB
193
Huntington National Bank
Ohio
– -$2.58K -106 Closed
SW
194
SVB Wealth
Massachusetts
– -$438 -18 Closed
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