Heritage Financial
HFWA
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.
0.29% more ownership
Funds ownership: 83.95% → 84.23% (+0.29%)
1% less capital invested
Capital invested by funds: $694M → $685M (-$9.39M)
5% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 59
5% less funds holding
Funds holding: 180 → 171 (-9)
33% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 24
100% less call options, than puts
Call options by funds: $5K | Put options by funds: $2.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$21.3M |
| 2 |
Jennison Associates
New York
|
+$5.18M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$3.56M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.37M |
| 5 |
Two Sigma Investments
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.25M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$2.99M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.84M |
| 4 |
JP Morgan Chase
New York
|
-$2.43M |
| 5 |
HF
HRT Financial
New York
|
-$2.02M |
HFWA Hedge Fund Activity: Q2 2025 in Review
171 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q2 2025, worth a combined $685M — down 1.4% from $694M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of HFWA and 16 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 56 added.
The largest buyer was Victory Capital Management, adding an estimated $21.3M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.25M.
- 171 institutional investors held Heritage Financial (HFWA) as of Q2 2025, down from 180 in Q1 2025.
- Funds reported $685M of Heritage Financial stock for Q2 2025, down 1.4% quarter-over-quarter.
- 16 funds opened new Heritage Financial positions in Q2 2025 and 24 closed out, a net change of -8 holders.
- The largest Heritage Financial buyer in Q2 2025 was Victory Capital Management, an estimated $21.3M added.
- The largest Heritage Financial seller in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $3.25M sold.
Based on aggregated 13F filings for Q2 2025.