Heritage Insurance Holdings
HRTG
201 hedge funds and large institutions have $556M invested in Heritage Insurance Holdings in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 19 closing their positions.
765% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $1.67M
147% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 19
63% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 51
19% more capital invested
Capital invested by funds: $469M → $556M (+$87.1M)
14% more funds holding
Funds holding: 176 → 201 (+25)
1.46% more ownership
Funds ownership: 60.1% → 61.55% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.82M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.33M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$3.87M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$2.96M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$13.4M |
| 2 |
Millennium Management
New York
|
-$5.53M |
| 3 |
Jane Street
New York
|
-$3.06M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.69M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.57M |
HRTG Hedge Fund Activity: Q4 2025 in Review
201 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q4 2025, worth a combined $556M — up 19% from $469M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HRTG positions and 19 closed out — a net gain of 28 holders — while 83 added to existing stakes and 51 trimmed.
The largest buyer was BlackRock, adding an estimated $7.82M. The largest seller was Marshall Wace, cutting an estimated $13.4M.
- 201 institutional investors held Heritage Insurance Holdings (HRTG) as of Q4 2025, up from 176 in Q3 2025.
- Funds reported $556M of Heritage Insurance Holdings stock for Q4 2025, up 19% quarter-over-quarter.
- 47 funds opened new Heritage Insurance Holdings positions in Q4 2025 and 19 closed out, a net change of +28 holders.
- The largest Heritage Insurance Holdings buyer in Q4 2025 was BlackRock, an estimated $7.82M added.
- The largest Heritage Insurance Holdings seller in Q4 2025 was Marshall Wace, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2025.