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Heritage Global
HGBL
HGBL
38 hedge funds and large institutions have $21.8M invested in Heritage Global in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
24% less capital invested
Capital invested by funds: $28.7M → $21.8M (-$6.91M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
38
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$360K | |
| 2 | +$85.6K | |
| 3 | +$49.7K | |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$46.9K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$42.4K |
Top Sellers
| 1 | -$42.8K | |
| 2 | -$41.7K | |
| 3 | -$41.3K | |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$30.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27.3K |