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Heritage Global

38 hedge funds and large institutions have $17.2M invested in Heritage Global in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $16.5M → $17.2M (+$690K)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.94% less ownership

Funds ownership: 38.24%36.3% (-1.9%)

7% less funds holding

Funds holding: 4138 (-3)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$3.05M -$186K -140,504 -6%
MBAM
2
Mink Brook Asset Management
Florida
$3.04M +$277K +209,412 +10%
TCM
3
Topline Capital Management
California
$2.43M -$86.5K -65,476 -4%
VCM
4
Vanguard Capital Management
Pennsylvania
$2.25M +$2.19M +1,657,547 New
THC
5
Truffle Hound Capital
Maryland
$1.5M
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$1.25M
MCM
7
Militia Capital Management
Texas
$767K +$745K +563,873 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$465K -$23.8K -18,042 -5%
Renaissance Technologies
9
Renaissance Technologies
New York
$332K -$176K -133,200 -35%
RI
10
Ridgewood Investments
New Jersey
$323K +$313K +237,165 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$278K -$6.7K -5,068 -2%
EFA
12
Evernest Financial Advisors
Indiana
$274K +$256K +194,000 New
VFT
13
Vanguard Fiduciary Trust
Pennsylvania
$226K +$219K +166,048 New
BlackRock
14
BlackRock
New York
$200K +$9.36K +7,085 +5%
State Street
15
State Street
Massachusetts
$159K
SL
16
Sentinus LLC
Illinois
$111K -$369K -279,500 -77%
Man Group
17
Man Group
United Kingdom
$108K +$27K +20,400 +34%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$63.3K -$58.5K -44,303 -49%
Northern Trust
19
Northern Trust
Illinois
$50.1K
Goldman Sachs
20
Goldman Sachs
New York
$47.9K -$19.5K -14,730 -29%
NP
21
NorthRock Partners
Minnesota
$46.4K
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$35.5K
Jane Street
23
Jane Street
New York
$25.9K -$14.1K -10,642 -36%
Morgan Stanley
24
Morgan Stanley
New York
$25.4K
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$22K -$19.5K -14,772 -47%

HGBL Hedge Fund Activity: Q1 2026 in Review

38 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q1 2026, worth a combined $17.2M — up 4.2% from $16.5M a quarter earlier.

Fund positioning in HGBL was balanced in Q1 2026: 7 funds opened new positions, 7 closed out, 6 added to existing stakes and 13 trimmed.

The largest buyer was Mink Brook Asset Management, adding an estimated $277K. The largest seller was Sentinus LLC, cutting an estimated $369K.

  • 38 institutional investors held Heritage Global (HGBL) as of Q1 2026, down from 41 in Q4 2025.
  • Funds reported $17.2M of Heritage Global stock for Q1 2026, up 4.2% quarter-over-quarter.
  • 7 funds opened new Heritage Global positions in Q1 2026 and 7 closed out, a net change of 0 holders.
  • The largest Heritage Global buyer in Q1 2026 was Mink Brook Asset Management, an estimated $277K added.
  • The largest Heritage Global seller in Q1 2026 was Sentinus LLC, an estimated $369K sold.

Based on aggregated 13F filings for Q1 2026.