Heritage Insurance Holdings
HRTG
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.
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: 132 → 172 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$7.46M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$6.09M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.18M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$8.87M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.84M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$3.34M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.64M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.62M |
HRTG Hedge Fund Activity: Q2 2025 in Review
172 of the 7,613 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.