Heritage Global
HGBL
36 hedge funds and large institutions have $14.3M invested in Heritage Global in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
2.26% less ownership
Funds ownership: 36.3% → 34.05% (-2.3%)
5% less funds holding
Funds holding: 38 → 36 (-2)
17% less capital invested
Capital invested by funds: $17.2M → $14.3M (-$2.85M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$50K |
| 2 |
MBAM
Mink Brook Asset Management
West Palm Beach,
Florida
|
+$45.4K |
| 3 |
Jane Street
New York
|
+$31.2K |
| 4 |
BlackRock
New York
|
+$27.9K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
-$344K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$291K |
| 3 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
-$274K |
| 4 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
-$111K |
| 5 |
Man Group
London,
United Kingdom
|
-$108K |
HGBL Hedge Fund Activity: Q2 2026 in Review
36 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q2 2026, worth a combined $14.3M — down 17% from $17.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HGBL and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $50K. The largest seller was Vanguard Capital Management, cutting an estimated $344K.
- 36 institutional investors held Heritage Global (HGBL) as of Q2 2026, down from 38 in Q1 2026.
- Funds reported $14.3M of Heritage Global stock for Q2 2026, down 17% quarter-over-quarter.
- 3 funds opened new Heritage Global positions in Q2 2026 and 5 closed out, a net change of -2 holders.
- The largest Heritage Global buyer in Q2 2026 was Citadel Advisors, an estimated $50K added.
- The largest Heritage Global seller in Q2 2026 was Vanguard Capital Management, an estimated $344K sold.
Based on aggregated 13F filings for Q2 2026.