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Heartland Express

188 hedge funds and large institutions have $342M invested in Heartland Express in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

7% more funds holding

Funds holding: 176188 (+12)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.3% less ownership

Funds ownership: 50.51%47.22% (-3.3%)

23% less capital invested

Capital invested by funds: $445M → $342M (-$103M)

96% less call options, than puts

Call options by funds: $136K | Put options by funds: $3.17M

Holders
188
Holders Change
+12
Holders Change %
+6.82%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
67
Reduced
66
Closed
24
Calls
$136K
Puts
$3.17M
Net Calls
-$3.04M
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.5M +$999K +94,396 +54%
DIA
27
Dean Investment Associates
Ohio
$2.43M +$1.41M +133,582 +103%
JP Morgan Chase
28
JP Morgan Chase
New York
$2.24M -$477K -45,028 -16%
Millennium Management
29
Millennium Management
New York
$2.1M -$458K -43,228 -16%
Principal Financial Group
30
Principal Financial Group
Iowa
$1.99M +$57.7K +5,447 +3%
UBS Group
31
UBS Group
Switzerland
$1.87M +$503K +47,539 +31%
DCM
32
Dean Capital Management
Kansas
$1.71M +$1.04M +97,877 +112%
Goldman Sachs
33
Goldman Sachs
New York
$1.63M -$3.26M -307,786 -64%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.61M -$139K -13,131 -7%
BAM
35
Bastion Asset Management
Canada
$1.54M +$1.63M +154,047 New
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26M +$305K +28,795 +27%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.19M -$66.5K -6,279 -5%
Legal & General Group
38
Legal & General Group
United Kingdom
$1.16M -$36.6K -3,456 -3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.11M -$617K -58,266 -33%
LCM
40
Legato Capital Management
California
$1.08M +$653K +61,687 +112%
UBS AM
41
UBS AM
Illinois
$1.01M +$221K +20,882 +24%
LSC
42
Lesa Sroufe & Co
Washington
$999K +$1.15M +108,325 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$912K -$97.4K -9,200 -9%
Jane Street
44
Jane Street
New York
$907K +$1.04M +98,394 New
BIP
45
Brandes Investment Partners
California
$892K +$766K +72,390 +297%
A
46
AlphaQuest
New York
$744K +$652K +61,546 +321%
NRS
47
Neville Rodie & Shaw
New York
$742K -$63.5K -6,000 -7%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$735K +$844K +79,702 New
Citigroup
49
Citigroup
New York
$720K +$61.4K +5,802 +8%
CI
50
Cherokee Insurance
Michigan
$701K +$106K +10,000 +15%

HTLD Hedge Fund Activity: Q1 2025 in Review

188 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2025, worth a combined $342M — down 23% from $445M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HTLD positions and 24 closed out — a net gain of 13 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.2M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $32.3M sold.

  • 188 institutional investors held Heartland Express (HTLD) as of Q1 2025, up from 176 in Q4 2024.
  • Funds reported $342M of Heartland Express stock for Q1 2025, down 23% quarter-over-quarter.
  • 37 funds opened new Heartland Express positions in Q1 2025 and 24 closed out, a net change of +13 holders.
  • The largest Heartland Express buyer in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $6.2M added.
  • The largest Heartland Express seller in Q1 2025 was ArrowMark Colorado Holdings, an estimated $32.3M sold.

Based on aggregated 13F filings for Q1 2025.