Heritage Global
HGBL
HGBL
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
98% less capital invested
Capital invested by funds: $1.89B → $30M (-$1.86B)
Holders
42
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.57M | |
| 2 | +$118K | |
| 3 | +$78.5K | |
| 4 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$76.7K |
| 5 |
PA
Parkside Advisors
Berkeley,
California
|
+$74.4K |
Top Sellers
| 1 | -$507K | |
| 2 | -$347K | |
| 3 | -$198K | |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$190K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$101K |
