Heartland Express
HTLD
176 hedge funds and large institutions have $330M invested in Heartland Express in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 33 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 48
1.42% more ownership
Funds ownership: 47.22% → 48.63% (+1.4%)
3% less capital invested
Capital invested by funds: $342M → $330M (-$11.8M)
6% less funds holding
Funds holding: 188 → 176 (-12)
33% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 33
57% less call options, than puts
Call options by funds: $434K | Put options by funds: $999K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.98M |
| 2 |
GCCM
Gate City Capital Management
Chicago,
Illinois
|
+$8.65M |
| 3 |
Renaissance Technologies
New York
|
+$3.21M |
| 4 |
BAM
Bastion Asset Management
Montreal,
Canada
|
+$1.63M |
| 5 |
Morgan Stanley
New York
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$4.27M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.45M |
| 3 |
Bank of New York Mellon
New York
|
-$2.37M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.22M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
201
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$11K | -1,069 | Closed |
|
|
CCM
202
Coldstream Capital Management
Bellevue,
Washington
| – | -$7.75K | -841 | Closed |
|
|
MCM
203
MAI Capital Management
Independence,
Ohio
| – | -$5.42K | -588 | Closed |
|
|
HIIFS
204
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$4K | -464 | Closed |
|
|
PHK
205
Point72 Hong Kong
Hong Kong
| – | -$3.13K | -339 | Closed |
|
206
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -315 | Closed |
|
|
MG
207
Mather Group
Chicago,
Illinois
| – | -$784 | -85 | Closed |
|
|
SAM
208
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$176 | -19 | Closed |
|
HTLD Hedge Fund Activity: Q2 2025 in Review
176 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2025, worth a combined $330M — down 3.5% from $342M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of HTLD and 22 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 83 added.
The largest buyer was Fidelity Investments, adding an estimated $8.98M. The largest seller was First Eagle Investment Management, cutting an estimated $4.27M.
- 176 institutional investors held Heartland Express (HTLD) as of Q2 2025, down from 188 in Q1 2025.
- Funds reported $330M of Heartland Express stock for Q2 2025, down 3.5% quarter-over-quarter.
- 22 funds opened new Heartland Express positions in Q2 2025 and 33 closed out, a net change of -11 holders.
- The largest Heartland Express buyer in Q2 2025 was Fidelity Investments, an estimated $8.98M added.
- The largest Heartland Express seller in Q2 2025 was First Eagle Investment Management, an estimated $4.27M sold.
Based on aggregated 13F filings for Q2 2025.