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Heartland Express

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 188176 (-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

Holders
176
Holders Change
-12
Holders Change %
-6.38%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
83
Reduced
48
Closed
33
Calls
$434K
Puts
$999K
Net Calls
-$565K
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60M +$1.28M +149,015 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.6M -$598K -69,762 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$33.2M +$1.06M +123,349 +3%
State Street
4
State Street
Massachusetts
$17M +$342K +39,893 +2%
GCCM
5
Gate City Capital Management
Illinois
$13.9M +$8.65M +1,009,388 +168%
American Century Companies
6
American Century Companies
Missouri
$12.2M +$1.43M +166,717 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.7M +$1.1M +128,702 +12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$9.27M +$8.98M +1,047,324 +4,135%
Charles Schwab
9
Charles Schwab
California
$7.9M -$386K -45,073 -5%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$6.66M -$212K -24,768 -3%
Morgan Stanley
11
Morgan Stanley
New York
$6.25M +$1.56M +182,430 +34%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$5.77M +$706K +82,320 +14%
BCM
13
Bridgeway Capital Management
Texas
$5.18M +$96.3K +11,228 +2%
Invesco
14
Invesco
Georgia
$5.18M +$411K +47,917 +9%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.76M -$807K -94,100 -15%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$4.36M -$175K -20,446 -4%
Northern Trust
17
Northern Trust
Illinois
$4.27M +$143K +16,735 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.87M -$2.37M -277,042 -38%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.67M -$987K -115,153 -21%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.51M +$3.21M +375,033 +1,218%
EF
21
Empowered Funds
Pennsylvania
$3.15M +$96.3K +11,228 +3%
BAM
22
Bastion Asset Management
Canada
$3.12M +$1.63M +190,011 +123%
Ameriprise
23
Ameriprise
Minnesota
$2.76M +$49.1K +5,724 +2%
UBS Group
24
UBS Group
Switzerland
$2.65M +$892K +104,018 +51%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.62M +$1.11M +128,930 +74%

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.