Heartland Express
HTLD
176 hedge funds and large institutions have $310M invested in Heartland Express in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 29 closing their positions.
4% more call options, than puts
Call options by funds: $265K | Put options by funds: $255K
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
3% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 59
0% more funds holding
Funds holding: 176 → 176 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.86% less ownership
Funds ownership: 48.63% → 47.77% (-0.86%)
6% less capital invested
Capital invested by funds: $330M → $310M (-$20.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wallace Capital Management
Dallas,
Texas
|
+$4.84M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.11M |
| 3 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$4.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.07M |
| 5 |
GCCM
Gate City Capital Management
Chicago,
Illinois
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.01M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.83M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.11M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.85M |
| 5 |
Renaissance Technologies
New York
|
-$3.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Raymond James Financial
St Petersburg,
Florida
| – | -$2.55K | -295 | Closed |
|
|
PWMG
202
Private Wealth Management Group
Princeton,
New Jersey
| – | -$510 | -59 | Closed |
|
|
AGWCA
203
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$182 | -21 | Closed |
|
204
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$69 | -8 | Closed |
|
HTLD Hedge Fund Activity: Q3 2025 in Review
176 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2025, worth a combined $310M — down 6.2% from $330M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HTLD positions and 29 closed out — a net gain of 1 holder — while 61 added to existing stakes and 59 trimmed.
The largest buyer was Wallace Capital Management, opening a new position worth an estimated $4.84M. The largest seller was Fidelity Investments, cutting an estimated $9.01M.
- 176 institutional investors held Heartland Express (HTLD) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $310M of Heartland Express stock for Q3 2025, down 6.2% quarter-over-quarter.
- 30 funds opened new Heartland Express positions in Q3 2025 and 29 closed out, a net change of +1 holder.
- The largest Heartland Express buyer in Q3 2025 was Wallace Capital Management, an estimated $4.84M added.
- The largest Heartland Express seller in Q3 2025 was Fidelity Investments, an estimated $9.01M sold.
Based on aggregated 13F filings for Q3 2025.