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Heritage Global
HGBL

Overview Fund Activity

37 hedge funds and large institutions have $28.7M invested in Heritage Global in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
6
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
THC
1
Truffle Hound Capital
Maryland
$2.04M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$769K
3
Citadel Advisors
3
Citadel Advisors
Florida
$139K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$652K
5
Goldman Sachs
5
Goldman Sachs
New York
$90.6K

Top Sellers

1
JAG
1
Journey Advisory Group
Kentucky
$0
2
AA
2
Ancora Advisors
Ohio
$0
3
UBS Group
3
UBS Group
Switzerland
$30.3K
4
TCM
4
Topline Capital Management
California
$3.73M
5
Man Group
5
Man Group
United Kingdom
$133K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.45M 2,454,053 -414 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.16M 1,873,227 +24,876 +1%
MBAM
3
Mink Brook Asset Management
Florida
$4.14M 1,867,021 – –
TCM
4
Topline Capital Management
California
$3.73M 1,678,507 -16,237 -1%
THC
5
Truffle Hound Capital
Maryland
$2.04M 920,157 +270,157 +42%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$2.04M 917,304 -5,000 -0.5%
MCP
7
Militia Capital Partners
Nevada
$1.3M 584,478 – –
WC
8
Wynnefield Capital
New York
$890K 401,030 – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$828K 373,047 -2,434 -0.6%
Renaissance Technologies
10
Renaissance Technologies
New York
$769K 346,506 +97,715 +39%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$652K 293,682 +53,441 +22%
PCM
12
Perritt Capital Management
Illinois
$605K 272,466 -3,000 -1%
RI
13
Ridgewood Investments
New Jersey
$535K 241,165 – –
BlackRock
14
BlackRock
New York
$294K 132,533 -5,632 -4%
State Street
15
State Street
Massachusetts
$259K 116,566 – –
Citadel Advisors
16
Citadel Advisors
Florida
$139K 62,793 +62,793 New
Man Group
17
Man Group
United Kingdom
$133K 59,874 -13,623 -19%
Northern Trust
18
Northern Trust
Illinois
$128K 57,698 – –
RC
19
RBF Capital
California
$121K 54,283 – –
Goldman Sachs
20
Goldman Sachs
New York
$90.6K 40,814 +40,814 New
HBCM
21
Heron Bay Capital Management
Michigan
$78.9K 35,522 +352 +1%
PA
22
Parkside Advisors
California
$75.8K 34,139 – –
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$58.2K 25,758 – –
Morgan Stanley
24
Morgan Stanley
New York
$41.4K 18,668 – –
Charles Schwab
25
Charles Schwab
California
$37.3K 16,791 – –
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