Heritage Insurance Holdings
HRTG
177 hedge funds and large institutions have $470M invested in Heritage Insurance Holdings in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 26 closing their positions.
202% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $4.09M
42% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 53
18% more capital inflows, than outflows
Capital inflows: $60.9M | Capital outflows: $51.7M
15% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 26
2% more funds holding
Funds holding: 173 → 177 (+4)
1.35% more ownership
Funds ownership: 58.9% → 60.25% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.25M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$7M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$3.12M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3M |
| 5 |
HRT Financial
New York
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.19M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.59M |
| 5 |
Renaissance Technologies
New York
|
-$2.29M |
HRTG Hedge Fund Activity: Q3 2025 in Review
177 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q3 2025, worth a combined $470M — up 3.3% from $455M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HRTG positions and 26 closed out — a net gain of 4 holders — while 75 added to existing stakes and 53 trimmed.
The largest buyer was Assenagon Asset Management, adding an estimated $7.25M. The largest seller was Invesco, cutting an estimated $8.19M.
- 177 institutional investors held Heritage Insurance Holdings (HRTG) as of Q3 2025, up from 173 in Q2 2025.
- Funds reported $470M of Heritage Insurance Holdings stock for Q3 2025, up 3.3% quarter-over-quarter.
- 30 funds opened new Heritage Insurance Holdings positions in Q3 2025 and 26 closed out, a net change of +4 holders.
- The largest Heritage Insurance Holdings buyer in Q3 2025 was Assenagon Asset Management, an estimated $7.25M added.
- The largest Heritage Insurance Holdings seller in Q3 2025 was Invesco, an estimated $8.19M sold.
Based on aggregated 13F filings for Q3 2025.