We are live on ! Find out more
HGBL icon

Heritage Global
HGBL

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: 41 → 38 (-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
–

Top Buyers

Rank Fund Capital Flow
1
MBAM
Mink Brook Asset Management
Florida
+$277K
2
EFA
Evernest Financial Advisors
Indiana
+$256K
3
Man Group
Man Group
United Kingdom
+$27K
4
BlackRock
BlackRock
New York
+$9.36K
5
UBS Group
UBS Group
Switzerland
+$1.64K

Top Sellers

Rank Fund Capital Flow
1
SL
Sentinus LLC
Illinois
-$369K
2
PAIM
Punch & Associates Investment Management
Minnesota
-$186K
3
Renaissance Technologies
Renaissance Technologies
New York
-$176K
4
WC
Wynnefield Capital
New York
-$98.5K
5
TCM
Topline Capital Management
California
-$86.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
XT
26
XTX Topco
Cayman Islands
$18.9K -$14.2K -10,733 -44%
ECM
27
Evergreen Capital Management
Washington
$16.2K – – –
VGA
28
Vanguard Global Advisers
Pennsylvania
$14.6K +$14.2K +10,769 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$8K – – –
Citigroup
30
Citigroup
New York
$5.65K -$7.58K -5,738 -58%
PA
31
Parallel Advisors
California
$5.44K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$4.98K +$182 +138 +4%
UBS Group
33
UBS Group
Switzerland
$3.91K +$1.64K +1,244 +76%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.05K -$667 -505 -18%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$938 +$26 +20 +3%
SAM
36
Smartleaf Asset Management
Massachusetts
$135 – – –
AIC
37
Archer Investment Corporation
Indiana
$34 – – –
HI
38
Harbour Investments
Wisconsin
$12 +$12 +9 New
WC
39
Wynnefield Capital
New York
– -$98.5K -79,426 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– -$74.8K -60,303 Closed
HBCM
41
Heron Bay Capital Management
Michigan
– -$39.6K -31,925 Closed
Squarepoint
42
Squarepoint
New York
– -$16.9K -13,653 Closed
HF
43
HRT Financial
New York
– -$13K -10,726 Closed
Wells Fargo
44
Wells Fargo
California
– -$3.11K -2,505 Closed
Bank of America
45
Bank of America
North Carolina
– -$193 -156 Closed
1
2

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.