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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
BlackRock
1
BlackRock
New York
$62.7M -$1.99M -187,743 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45M -$8.87K -838 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.3M +$2.22M +209,937 +6%
State Street
4
State Street
Massachusetts
$17.7M +$168K +15,859 +0.8%
American Century Companies
5
American Century Companies
Missouri
$11.4M -$3.06M -288,801 -19%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.3M -$62.7K -5,918 -0.5%
Charles Schwab
7
Charles Schwab
California
$8.84M +$645K +60,968 +7%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$7.34M +$1.05M +99,138 +14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.68M -$1.72M -162,144 -18%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$6.64M -$111K -10,500 -1%
N
11
Nuveen
North Carolina
$6.39M +$2.33M +219,949 +47%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$5.95M +$897K +84,700 +15%
GCCM
13
Gate City Capital Management
Illinois
$5.55M +$120K +11,300 +2%
BCM
14
Bridgeway Capital Management
Texas
$5.43M +$75.7K +7,146 +1%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$5.4M +$6.2M +585,260 New
Invesco
16
Invesco
Georgia
$5.09M -$424K -40,032 -7%
Two Sigma Investments
17
Two Sigma Investments
New York
$4.98M +$1.33M +125,584 +30%
Morgan Stanley
18
Morgan Stanley
New York
$4.98M -$446K -42,079 -7%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$4.84M -$184K -17,358 -3%
Northern Trust
20
Northern Trust
Illinois
$4.4M -$439K -41,486 -8%
KTA
21
Keeley-Teton Advisors
Illinois
$3.37M
Citadel Advisors
22
Citadel Advisors
Florida
$3.33M +$1.47M +139,305 +63%
EF
23
Empowered Funds
Pennsylvania
$3.26M +$75.7K +7,146 +2%
Ameriprise
24
Ameriprise
Minnesota
$2.89M +$1.11M +104,458 +50%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$2.6M +$446K +42,110 +18%

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.