Heritage Financial
HFWA
185 hedge funds and large institutions have $850M invested in Heritage Financial in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 46 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
80% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 46
21% more capital invested
Capital invested by funds: $700M → $850M (+$150M)
6% more funds holding
Funds holding: 174 → 185 (+11)
0% more call options, than puts
Call options by funds: $3K | Put options by funds: $3K
7.41% less ownership
Funds ownership: 87.17% → 79.76% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$17.9M |
| 2 |
BlackRock
New York
|
+$16.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.8M |
| 5 |
Two Sigma Investments
New York
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.33M |
| 3 |
Renaissance Technologies
New York
|
-$2.33M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.84M |
| 5 |
Jane Street
New York
|
-$1.18M |
HFWA Hedge Fund Activity: Q1 2026 in Review
185 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2026, worth a combined $850M — up 21% from $700M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HFWA positions and 11 closed out — a net gain of 14 holders — while 83 added to existing stakes and 46 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $17.9M. The largest seller was AllianceBernstein, cutting an estimated $4.21M.
- 185 institutional investors held Heritage Financial (HFWA) as of Q1 2026, up from 174 in Q4 2025.
- Funds reported $850M of Heritage Financial stock for Q1 2026, up 21% quarter-over-quarter.
- 25 funds opened new Heritage Financial positions in Q1 2026 and 11 closed out, a net change of +14 holders.
- The largest Heritage Financial buyer in Q1 2026 was Boston Partners, an estimated $17.9M added.
- The largest Heritage Financial seller in Q1 2026 was AllianceBernstein, an estimated $4.21M sold.
Based on aggregated 13F filings for Q1 2026.