Heritage Financial
HFWA
174 hedge funds and large institutions have $700M invested in Heritage Financial in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
2% more funds holding
Funds holding: 171 → 174 (+3)
1.19% more ownership
Funds ownership: 85.97% → 87.17% (+1.2%)
3% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 61
1% less capital invested
Capital invested by funds: $706M → $700M (-$5.83M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$8.86M |
| 2 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$4.38M |
| 3 |
BlackRock
New York
|
+$4.38M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.03M |
| 5 |
AU
Algebris (UK)
London,
United Kingdom
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.63M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.59M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$4.49M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.17M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.15M |
HFWA Hedge Fund Activity: Q4 2025 in Review
174 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q4 2025, worth a combined $700M — down 0.83% from $706M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HFWA positions and 16 closed out — a net gain of 3 holders — while 63 added to existing stakes and 61 trimmed.
The largest buyer was Basswood Capital Management, adding an estimated $8.86M. The largest seller was Wellington Management Group, cutting an estimated $8.63M.
- 174 institutional investors held Heritage Financial (HFWA) as of Q4 2025, up from 171 in Q3 2025.
- Funds reported $700M of Heritage Financial stock for Q4 2025, down 0.83% quarter-over-quarter.
- 19 funds opened new Heritage Financial positions in Q4 2025 and 16 closed out, a net change of +3 holders.
- The largest Heritage Financial buyer in Q4 2025 was Basswood Capital Management, an estimated $8.86M added.
- The largest Heritage Financial seller in Q4 2025 was Wellington Management Group, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2025.