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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 %
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.35M -$101K -46,533 -2%
MBAM
2
Mink Brook Asset Management
Florida
$4.07M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.03M -$74.2K -34,014 -2%
TCM
4
Topline Capital Management
California
$3.69M -$507K -232,352 -12%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.01M -$190K -87,000 -9%
JAG
6
Journey Advisory Group
Kentucky
$1.57M +$1.57M +720,667 New
THC
7
Truffle Hound Capital
Maryland
$1.42M – – –
MCP
8
Militia Capital Partners
Nevada
$1.27M +$78.5K +36,000 +7%
AA
9
Ancora Advisors
Ohio
$1.12M +$13.1K +6,000 +1%
WC
10
Wynnefield Capital
New York
$874K – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$819K +$30.2K +13,849 +4%
PCM
12
Perritt Capital Management
Illinois
$601K -$70.5K -32,332 -11%
Renaissance Technologies
13
Renaissance Technologies
New York
$542K -$198K -91,026 -27%
RI
14
Ridgewood Investments
New Jersey
$526K +$34K +15,588 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$524K – – –
BlackRock
16
BlackRock
New York
$301K -$1.21K -554 -0.4%
State Street
17
State Street
Massachusetts
$254K -$2.62K -1,200 -1%
Man Group
18
Man Group
United Kingdom
$160K +$23.2K +10,656 +17%
Northern Trust
19
Northern Trust
Illinois
$126K – – –
RC
20
RBF Capital
California
$118K +$118K +54,283 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$87.7K -$78.3K -35,936 -47%
HBCM
22
Heron Bay Capital Management
Michigan
$76.7K +$76.7K +35,170 New
PA
23
Parkside Advisors
California
$74.4K +$74.4K +34,139 New
UBS Group
24
UBS Group
Switzerland
$68.2K +$15.8K +7,267 +30%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$56.2K +$56.2K +25,758 New
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