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Heritage Financial

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.

New
Increased
Maintained
Reduced
Closed

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: 171171 (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

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
56
Reduced
66
Closed
17
Calls
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$660K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M -$4.05M -167,179 -3%
Jennison Associates
2
Jennison Associates
New York
$74.5M +$2.49M +102,707 +3%
Victory Capital Management
3
Victory Capital Management
Texas
$63.5M +$5.34M +220,273 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$57.3M -$1.28M -52,834 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.1M -$234K -9,666 -0.5%
State Street
6
State Street
Massachusetts
$36.9M -$1.52M -62,618 -4%
AllianceBernstein
7
AllianceBernstein
Tennessee
$32.5M -$400K -16,521 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.3M +$252K +10,399 +1%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$12.2M -$39.7K -1,639 -0.3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$11.2M +$11.2M +463,401 New
AU
11
Algebris (UK)
United Kingdom
$10.8M +$10.8M +445,760 New
Northern Trust
12
Northern Trust
Illinois
$9.64M -$228K -9,421 -2%
Ameriprise
13
Ameriprise
Minnesota
$8.44M -$1.08M -44,651 -11%
Morgan Stanley
14
Morgan Stanley
New York
$8.43M -$790K -32,599 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.26M -$201K -8,313 -2%
Charles Schwab
16
Charles Schwab
California
$7.93M +$111K +4,587 +1%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$7.9M
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.69M -$63.4K -2,616 -0.8%
Renaissance Technologies
19
Renaissance Technologies
New York
$6.91M -$865K -35,704 -11%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$6.79M -$83.6K -3,451 -1%
HA
21
Heartland Advisors
Wisconsin
$6.65M
BCM
22
Bridgeway Capital Management
Texas
$6.3M +$245K +10,106 +4%
Invesco
23
Invesco
Georgia
$6.22M -$436K -17,996 -7%
ProShare Advisors
24
ProShare Advisors
Maryland
$6.22M -$224K -9,232 -3%
Two Sigma Investments
25
Two Sigma Investments
New York
$6.21M +$1.78M +73,586 +40%

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.