HGBL icon

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 %
UBS Group
26
UBS Group
Switzerland
$30.3K 13,659 -17,640 -56%
ECM
27
Evergreen Capital Management
Washington
$26.4K 11,878 +11,878 New
GCP
28
GSA Capital Partners
United Kingdom
$24K 10,802 +10,802 New
Raymond James Financial
29
Raymond James Financial
Florida
$15.4K 6,940 +6,940 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13K 5,782 -404 -7%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$8.97K 4,041 -10,949 -73%
PA
32
Parallel Advisors
California
$8.88K 4,000 – –
Wells Fargo
33
Wells Fargo
California
$5.55K 2,500 – –
TRCT
34
Tower Research Capital (TRC)
New York
$3.36K 1,514 -339 -18%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$1.48K 678 – –
Bank of America
36
Bank of America
North Carolina
$1.19K 537 +272 +103%
AIC
37
Archer Investment Corporation
Indiana
$78 35 – –
JAG
38
Journey Advisory Group
Kentucky
– – -720,667 Closed
AA
39
Ancora Advisors
Ohio
– – -514,269 Closed
MCM
40
Massar Capital Management
Connecticut
– – -13,000 Closed
Jane Street
41
Jane Street
New York
– – -10,875 Closed
WS
42
Wedbush Securities
California
– – -10,002 Closed
NA
43
NewEdge Advisors
Louisiana
– – -1,346 Closed
Osaic Holdings
44
Osaic Holdings
Arizona
– – -1,000 Closed
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– – -68 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
– – -17 Closed
1
2