Heritage Financial
HFWA
171 hedge funds and large institutions have $706M invested in Heritage Financial in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 66 reducing their positions, and 17 closing their positions.
1.74% more ownership
Funds ownership: 84.23% → 85.97% (+1.7%)
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
3% more capital invested
Capital invested by funds: $685M → $706M (+$21.2M)
0% more funds holding
Funds holding: 171 → 171 (0)
15% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 66
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.2M |
| 2 |
AU
Algebris (UK)
London,
United Kingdom
|
+$10.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$5.34M |
| 4 |
Jennison Associates
New York
|
+$2.49M |
| 5 |
Two Sigma Investments
New York
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.05M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.01M |
| 3 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$1.85M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.52M |
| 5 |
KJWM
Kiley Juergens Wealth Management
Olympia,
Washington
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCIA
176
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$504K | -21,154 | Closed |
|
177
Mariner
Overland Park,
Kansas
| – | -$254K | -10,636 | Closed |
|
|
MSRPS
178
Maryland State Retirement & Pension System
Baltimore,
Maryland
| – | -$236K | -9,919 | Closed |
|
|
DT
179
Diversified Trust
Memphis,
Tennessee
| – | -$210K | -8,795 | Closed |
|
|
BHCM
180
Brevan Howard Capital Management
St. Helier,
Jersey
| – | -$203K | -8,505 | Closed |
|
|
MS
181
Marshall & Sullivan
Seattle,
Washington
| – | -$146K | -6,144 | Closed |
|
|
BIG
182
Brooklyn Investment Group
Brooklyn,
New York
| – | -$9.44K | -396 | Closed |
|
|
MCM
183
MAI Capital Management
Independence,
Ohio
| – | -$3.5K | -147 | Closed |
|
|
CFB
184
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$3.13K | -131 | Closed |
|
|
GWM
185
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.02K | -43 | Closed |
|
|
SC
186
Stephens Consulting
Flint,
Michigan
| – | -$716 | -30 | Closed |
|
|
CIAM
187
Caitong International Asset Management
Hong Kong
| – | -$24 | -1 | Closed |
|
|
C
188
Covestor
London,
United Kingdom
| – | +$24 | +1 | +8% |
|
HFWA Hedge Fund Activity: Q3 2025 in Review
171 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q3 2025, worth a combined $706M — up 3.1% from $685M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HFWA positions and 17 closed out — a net gain of 1 holder — while 56 added to existing stakes and 66 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $11.2M. The largest seller was BlackRock, cutting an estimated $4.05M.
- 171 institutional investors held Heritage Financial (HFWA) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $706M of Heritage Financial stock for Q3 2025, up 3.1% quarter-over-quarter.
- 18 funds opened new Heritage Financial positions in Q3 2025 and 17 closed out, a net change of +1 holder.
- The largest Heritage Financial buyer in Q3 2025 was Wellington Management Group, an estimated $11.2M added.
- The largest Heritage Financial seller in Q3 2025 was BlackRock, an estimated $4.05M sold.
Based on aggregated 13F filings for Q3 2025.