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Heritage Insurance Holdings

172 hedge funds and large institutions have $454M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

87% more capital invested

Capital invested by funds: $243M → $454M (+$211M)

58% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $2.35M

30% more funds holding

Funds holding: 132172 (+40)

15% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 48

3.73% more ownership

Funds ownership: 55.08%58.8% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
55
Reduced
48
Closed
12
Calls
$3.72M
Puts
$2.35M
Net Calls
+$1.37M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Scotia Capital
Ontario, Canada
$667K +$571K +26,738 New
SCM
77
Sterling Capital Management
North Carolina
$645K -$4.61K -216 -0.8%
B
78
Bailard
California
$618K
Mariner
79
Mariner
Kansas
$603K +$141K +6,580 +37%
IW
80
Instrumental Wealth
Florida
$592K
FRM
81
Fox Run Management
Connecticut
$569K +$140K +6,537 +40%
SO
82
STRS Ohio
Ohio
$566K +$297K +13,900 +158%
Wells Fargo
83
Wells Fargo
California
$563K +$189K +8,845 +64%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$545K -$627K -29,361 -57%
EGM
85
Engineers Gate Manager
New York
$540K +$462K +21,632 New
Principal Financial Group
86
Principal Financial Group
Iowa
$533K +$456K +21,377 New
SEI Investments
87
SEI Investments
Pennsylvania
$511K +$438K +20,505 New
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$478K -$61.3K -2,872 -13%
Walleye Capital
89
Walleye Capital
New York
$470K +$403K +18,863 New
Stifel Financial
90
Stifel Financial
Missouri
$467K -$769K -36,035 -66%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$433K +$371K +17,380 New
GCM
92
Graham Capital Management
Connecticut
$368K -$459K -21,513 -59%
Deutsche Bank
93
Deutsche Bank
Germany
$364K -$107 -5 -0%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$360K -$4.7K -220 -2%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$359K +$95.1K +4,453 +45%
TI
96
Tidal Investments
Wisconsin
$351K +$301K +14,093 New
NRD
97
Nebula Research & Development
New York
$348K -$144K -6,764 -33%
ACM
98
Aquatic Capital Management
Illinois
$342K +$284K +13,296 +3,275%
Grantham, Mayo, Van Otterloo & Co (GMO)
99
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$331K +$284K +13,281 New
MIM
100
MetLife Investment Management
New Jersey
$327K

HRTG Hedge Fund Activity: Q2 2025 in Review

172 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q2 2025, worth a combined $454M — up 87% from $243M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HRTG positions and 12 closed out — a net gain of 41 holders — while 55 added to existing stakes and 48 trimmed.

The largest buyer was Marshall Wace, adding an estimated $7.46M. The largest seller was Pacific Ridge Capital Partners, cutting an estimated $8.87M.

  • 172 institutional investors held Heritage Insurance Holdings (HRTG) as of Q2 2025, up from 132 in Q1 2025.
  • Funds reported $454M of Heritage Insurance Holdings stock for Q2 2025, up 87% quarter-over-quarter.
  • 53 funds opened new Heritage Insurance Holdings positions in Q2 2025 and 12 closed out, a net change of +41 holders.
  • The largest Heritage Insurance Holdings buyer in Q2 2025 was Marshall Wace, an estimated $7.46M added.
  • The largest Heritage Insurance Holdings seller in Q2 2025 was Pacific Ridge Capital Partners, an estimated $8.87M sold.

Based on aggregated 13F filings for Q2 2025.