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Heartland Express

179 hedge funds and large institutions have $379M invested in Heartland Express in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 47

15% more capital invested

Capital invested by funds: $329M → $379M (+$49.5M)

3% more funds holding

Funds holding: 173179 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 47.03%47% (-0.03%)

86% less call options, than puts

Call options by funds: $68K | Put options by funds: $489K

Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
69
Reduced
47
Closed
18
Calls
$68K
Puts
$489K
Net Calls
-$421K
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$3.54K
BFS
152
Bare Financial Services
Pennsylvania
$3.27K +$1.25K +118 +60%
Group One Trading
153
Group One Trading
Illinois
$3.12K -$24.5K -2,325 -89%
AAP
154
Arax Advisory Partners
Colorado
$3.04K +$960 +91 +45%
HI
155
Harbour Investments
Wisconsin
$2.14K +$2.16K +205 New
Bessemer Group
156
Bessemer Group
New Jersey
$2K
RIL
157
Rothschild Investment LLC
Illinois
$1.66K +$876 +83 +108%
MCM
158
MAI Capital Management
Ohio
$1.43K +$1.45K +137 New
Optiver Holding
159
Optiver Holding
Netherlands
$1.27K -$2.24K -212 -63%
CTB
160
Country Trust Bank
Illinois
$1.04K
FFA
161
Farther Finance Advisors
California
$925 +$644 +61 +226%
SS
162
Sunbelt Securities
Texas
$738 +$63 +6 +9%
IA
163
IFP Advisors
Florida
$593
TFA
164
Transamerica Financial Advisors
Florida
$531
ZBNA
165
Zions Bancorporation, National Association
Utah
$468 +$475 +45 New
KFAS
166
Keating Financial Advisory Services
Kansas
$374 +$380 +36 New
GWM
167
Gilpin Wealth Management
Colorado
$344 +$222 +21 +175%
RFP
168
Root Financial Partners
California
$343 +$348 +33 New
WPA
169
Wealth Preservation Advisors
Tennessee
$343 +$348 +33 New
TWD
170
True Wealth Design
Ohio
$250
CIAM
171
Caitong International Asset Management
Hong Kong
$229 +$232 +22 New
AW
172
Ankerstar Wealth
Texas
$208
TPCW
173
TD Private Client Wealth
New York
$177
FHC
174
First Horizon Corporation
Tennessee
$166
AssetMark Inc
175
AssetMark Inc
California
$156