Heritage Financial
HFWA
180 hedge funds and large institutions have $694M invested in Heritage Financial in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 16 closing their positions.
286% more call options, than puts
Call options by funds: $27K | Put options by funds: $7K
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
6% more funds holding
Funds holding: 170 → 180 (+10)
2.81% more ownership
Funds ownership: 81.14% → 83.95% (+2.8%)
2% more capital invested
Capital invested by funds: $679M → $694M (+$15.3M)
18% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$35.9M |
| 2 |
Jennison Associates
New York
|
+$13.3M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$2.99M |
| 4 |
Jane Street
New York
|
+$2.13M |
| 5 |
Renaissance Technologies
New York
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$22.6M |
| 2 |
Goldman Sachs
New York
|
-$5.14M |
| 3 |
State Street
Boston,
Massachusetts
|
-$2.97M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.79M |
| 5 |
BlackRock
New York
|
-$2.36M |
HFWA Hedge Fund Activity: Q1 2025 in Review
180 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2025, worth a combined $694M — up 2.3% from $679M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HFWA positions and 16 closed out — a net gain of 12 holders — while 53 added to existing stakes and 65 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $35.9M. The largest seller was Charles Schwab, cutting an estimated $22.6M.
- 180 institutional investors held Heritage Financial (HFWA) as of Q1 2025, up from 170 in Q4 2024.
- Funds reported $694M of Heritage Financial stock for Q1 2025, up 2.3% quarter-over-quarter.
- 28 funds opened new Heritage Financial positions in Q1 2025 and 16 closed out, a net change of +12 holders.
- The largest Heritage Financial buyer in Q1 2025 was Victory Capital Management, an estimated $35.9M added.
- The largest Heritage Financial seller in Q1 2025 was Charles Schwab, an estimated $22.6M sold.
Based on aggregated 13F filings for Q1 2025.