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Heritage Financial
HFWA

Overview Fund Activity

181 hedge funds and large institutions have $695M invested in Heritage Financial in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
53
Reduced
65
Closed
16
Calls
$27K
Puts
$7K
Net Calls
+$20K
Net Calls Change
+$32K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$35.8M
2
Jennison Associates
Jennison Associates
New York
+$13.3M
3
ZIM
Zacks Investment Management
Illinois
+$2.99M
4
Jane Street
Jane Street
New York
+$2.13M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.11M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$22.5M
2
Goldman Sachs
Goldman Sachs
New York
-$5.13M
3
State Street
State Street
Massachusetts
-$2.96M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$2.78M
5
BlackRock
BlackRock
New York
-$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$120M -$2.36M -96,899 -2%
Jennison Associates
2
Jennison Associates
New York
$67M +$13.3M +545,348 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.6M -$676K -27,779 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.3M +$10K +411 +0%
State Street
5
State Street
Massachusetts
$37.3M -$2.96M -121,773 -7%
Victory Capital Management
6
Victory Capital Management
Texas
$36M +$35.8M +1,471,640 +15,728%
AllianceBernstein
7
AllianceBernstein
Tennessee
$33.6M -$2.78M -114,191 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.1M +$599K +24,617 +3%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$10.8M +$282K +11,580 +3%
Morgan Stanley
10
Morgan Stanley
New York
$10.5M -$585K -24,039 -5%
Northern Trust
11
Northern Trust
Illinois
$10M -$523K -21,479 -5%
Ameriprise
12
Ameriprise
Minnesota
$9.41M +$139K +5,709 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.62M -$309K -12,713 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$8.09M +$2.11M +86,700 +35%
Invesco
15
Invesco
Georgia
$8M -$989K -40,648 -11%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.96M -$57.3K -2,357 -0.7%
Charles Schwab
17
Charles Schwab
California
$7.88M -$22.5M -926,151 -74%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$7.69M -$30K -1,232 -0.4%
ProShare Advisors
19
ProShare Advisors
Maryland
$7.4M -$10.2K -420 -0.1%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$7.1M -$764K -31,390 -10%
HA
21
Heartland Advisors
Wisconsin
$6.69M – – –
BCM
22
Bridgeway Capital Management
Texas
$5.99M +$120K +4,947 +2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.8M -$768K -31,549 -12%
KJWM
24
Kiley Juergens Wealth Management
Washington
$5.69M -$47.7K -1,962 -0.8%
BCM
25
Basswood Capital Management
New York
$5.61M – – –
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