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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
S
176
SignatureFD
Georgia
$793 -$466 -44 -34%
MG
177
Mather Group
Illinois
$784
EWA
178
EverSource Wealth Advisors
Alabama
$774 -$2.17K -205 -71%
PWMG
179
Private Wealth Management Group
New Jersey
$535 -$1.22K -115 -66%
FHA
180
First Horizon Advisors
Tennessee
$531 -$6.76K -639 -92%
PFBT
181
Parkside Financial Bank & Trust
Missouri
$461 +$529 +50 New
IA
182
IFP Advisors
Florida
$350 -$1.48K -140 -79%
SAM
183
Smartleaf Asset Management
Massachusetts
$176 -$2.45K -231 -92%
BIG
184
Brooklyn Investment Group
New York
$176 +$201 +19 New
AWM
185
Abound Wealth Management
Tennessee
$148
Osaic Holdings
186
Osaic Holdings
Arizona
$46 -$19.3K -1,822 -100%
HNB
187
Huntington National Bank
Ohio
$9 -$138 -13 -93%
ACH
188
ArrowMark Colorado Holdings
Colorado
-$32.3M -2,876,430 Closed
3C
189
325 Capital
New York
-$12.7M -1,135,015 Closed
WAM
190
Weiss Asset Management
Massachusetts
-$1.21M -108,250 Closed
MAWA
191
Moss Adams Wealth Advisors
Washington
-$1.17M -104,317 Closed
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
-$811K -72,252 Closed
M&T Bank
193
M&T Bank
New York
-$730K -65,068 Closed
Marshall Wace
194
Marshall Wace
United Kingdom
-$610K -54,406 Closed
Fuller & Thaler Asset Management
195
Fuller & Thaler Asset Management
California
-$488K -43,505 Closed
GAM
196
Gotham Asset Management
New York
-$261K -23,270 Closed
MF
197
Magnetar Financial
Illinois
-$255K -22,767 Closed
EC
198
EntryPoint Capital
New York
-$233K -20,729 Closed
AC
199
AXQ Capital
New Jersey
-$176K -15,726 Closed
SPA
200
Sherbrooke Park Advisers
New York
-$175K -15,594 Closed

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.