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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$68.7K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$43K -$1.97K -186 -4%
AIP
153
Ameritas Investment Partners
Nebraska
$42.6K
PA
154
Parallel Advisors
California
$25.1K +$18.3K +1,726 +174%
QCG
155
Quadrant Capital Group
Ohio
$22.4K -$1.4K -132 -5%
TRCT
156
Tower Research Capital (TRC)
New York
$15.1K -$31.7K -2,994 -65%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$14.6K -$145K -13,682 -90%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$13.7K -$12.7K -1,201 -45%
FFA
159
Farther Finance Advisors
California
$13.6K +$15.4K +1,457 +145,700%
ACM
160
Aster Capital Management
United Arab Emirates
$11K +$7.21K +681 +176%
CCM
161
Coldstream Capital Management
Washington
$7.75K +$8.9K +841 New
VCM
162
Versant Capital Management
Arizona
$6.32K -$5.02K -474 -41%
MCM
163
MAI Capital Management
Ohio
$5.42K +$6.22K +588 New
HCA
164
Harbor Capital Advisors
Illinois
$5K +$974 +92 +19%
CSB
165
City State Bank
Iowa
$4.61K +$5.29K +500 New
HIIFS
166
Harel Insurance Investments & Financial Services
Israel
$4K -$752 -71 -13%
GI
167
GAMMA Investing
California
$3.24K -$4.5K -425 -55%
AF
168
Allworth Financial
California
$3.19K +$3.66K +346 +1,116%
PHK
169
Point72 Hong Kong
Hong Kong
$3.13K +$3.59K +339 New
Bessemer Group
170
Bessemer Group
New Jersey
$3K +$529 +50 +19%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$2.74K -$3.5K -331 -53%
UB
172
UMB Bank
Missouri
$1.96K +$1.91K +180 +563%
TWD
173
True Wealth Design
Ohio
$1.94K +$244 +23 +12%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$1.86K +$445 +42 +26%
RIL
175
Rothschild Investment LLC
Illinois
$1.2K +$318 +30 +30%

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.