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Heritage Global
HGBL

Overview Fund Activity

42 hedge funds and large institutions have $30M invested in Heritage Global in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
7
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAG
Journey Advisory Group
Kentucky
+$1.57M
2
RC
RBF Capital
California
+$118K
3
MCP
Militia Capital Partners
Nevada
+$78.5K
4
HBCM
Heron Bay Capital Management
Michigan
+$76.7K
5
PA
Parkside Advisors
California
+$74.4K

Top Sellers

1
TCM
Topline Capital Management
California
-$507K
2
MA
Mutual Advisors
Nebraska
-$347K
3
Renaissance Technologies
Renaissance Technologies
New York
-$198K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$190K
5
PAIM
Punch & Associates Investment Management
Minnesota
-$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$40.7K +$40.7K +18,668 New
Charles Schwab
27
Charles Schwab
California
$36.6K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$32.7K +$32.7K +14,990 New
MCM
29
Massar Capital Management
Connecticut
$28.3K +$28.3K +13,000 New
Jane Street
30
Jane Street
New York
$23.7K -$1.97K -903 -8%
WS
31
Wedbush Securities
California
$22K -$2.58K -1,173 -10%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$13K -$17.7K -8,415 -58%
PA
33
Parallel Advisors
California
$8.72K – – –
Wells Fargo
34
Wells Fargo
California
$5.45K +$5.45K +2,500 New
TRCT
35
Tower Research Capital (TRC)
New York
$4.04K -$846 -388 -17%
NA
36
NewEdge Advisors
Louisiana
$2.93K -$29.5K -13,558 -91%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.18K -$3.82K -1,750 -64%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$1.5K – – –
Bank of America
39
Bank of America
North Carolina
$578 +$31 +14 +6%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$148 -$13 -6 -8%
AIC
41
Archer Investment Corporation
Indiana
$76 – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$37 +$37 +17 New
MA
43
Mutual Advisors
Nebraska
– -$347K -167,530 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$75.4K -40,763 Closed
Millennium Management
45
Millennium Management
New York
– -$55.1K -29,805 Closed
TSS
46
Two Sigma Securities
New York
– -$27.7K -14,950 Closed
Raymond James Financial
47
Raymond James Financial
Florida
– -$20.2K -10,924 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
– -$148 -80 Closed
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