Heartland Express
HTLD
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.
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
7% more funds holding
Funds holding: 176 → 188 (+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: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$6.2M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.33M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.22M |
| 4 |
BAM
Bastion Asset Management
Montreal,
Canada
|
+$1.63M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$32.3M |
| 2 |
3C
325 Capital
New York
|
-$12.7M |
| 3 |
Goldman Sachs
New York
|
-$3.26M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$3.06M |
| 5 |
BlackRock
New York
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
XT
201
XTX Topco
George Town,
Cayman Islands
| – | -$134K | -11,970 | Closed |
|
|
DM
202
Deerfield Management
New York
| – | -$130K | -11,547 | Closed |
|
203
Public Employees Retirement Association of Colorado
Denver,
Colorado
| – | -$109K | -9,725 | Closed |
|
|
MAM
204
Meeder Asset Management
Dublin,
Ohio
| – | -$79.4K | -7,081 | Closed |
|
|
RS
205
R Squared
Central,
Hong Kong
| – | -$75.1K | -6,690 | Closed |
|
|
GKIM
206
GW&K Investment Management
Boston,
Massachusetts
| – | -$13K | -1,190 | Closed |
|
|
AAP
207
Arax Advisory Partners
Denver,
Colorado
| – | -$5.6K | -499 | Closed |
|
208
Jones Financial Companies
Des Peres,
Missouri
| – | -$2.85K | -254 | Closed |
|
|
LC
209
Lindbrook Capital
Calabasas,
California
| – | -$2.08K | -185 | Closed |
|
|
GWM
210
Geneos Wealth Management
Englewood,
Colorado
| – | -$673 | -60 | Closed |
|
|
T
211
Transce3nd
Kyle,
Texas
| – | -$293 | -26 | 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.