Heritage Global
HGBL
HGBL
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 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Holders
37
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$600K | |
| 2 | +$217K | |
| 3 | +$139K | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$119K |
| 5 |
Goldman Sachs
New York
|
+$90.6K |
Top Sellers
| 1 | -$1.57M | |
| 2 | -$1.12M | |
| 3 | -$87.7K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$39.2K |
| 5 |
TCM
Topline Capital Management
Santa Monica,
California
|
-$36K |
