Haverty Furniture Companies Class A
HVT.A
9 hedge funds and large institutions have $2.46M invested in Haverty Furniture Companies Class A in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
0.64% less ownership
Funds ownership: 10.53% → 9.89% (-0.64%)
7% less capital invested
Capital invested by funds: $2.64M → $2.46M (-$180K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
+$20K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19 |
| 3 |
Morgan Stanley
New York
|
+$19 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$218K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
1
SignatureFD
Atlanta,
Georgia
| $1.14M | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $790K | – | – | – |
|
|
ZIC
3
ZWJ Investment Counsel
Atlanta,
Georgia
| $472K | – | – | – |
|
|
HWP
4
Highline Wealth Partners
Sherman Oaks,
California
| $21K | +$20K | +1,050 | New |
|
|
MA
5
Montag & Associates
Atlanta,
Georgia
| $20.1K | -$218K | -11,456 | -92% |
|
6
UBS Group
Zurich,
Switzerland
| $6.49K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $4.69K | -$3.86K | -203 | -46% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $340 | +$19 | +1 | +6% |
|
|
9
Morgan Stanley
New York
| $28 | +$19 | +1 | New |
|
HVT.A Hedge Fund Activity: Q2 2025 in Review
9 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies Class A (HVT.A) for Q2 2025, worth a combined $2.46M — down 6.8% from $2.64M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HVT.A positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Highline Wealth Partners, opening a new position worth an estimated $20K. The largest seller was Montag & Associates, cutting an estimated $218K.
- 9 institutional investors held Haverty Furniture Companies Class A (HVT.A) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $2.46M of Haverty Furniture Companies Class A stock for Q2 2025, down 6.8% quarter-over-quarter.
- 2 funds opened new Haverty Furniture Companies Class A positions in Q2 2025 and 0 closed out, a net change of +2 holders.
- The largest Haverty Furniture Companies Class A buyer in Q2 2025 was Highline Wealth Partners, an estimated $20K added.
- The largest Haverty Furniture Companies Class A seller in Q2 2025 was Montag & Associates, an estimated $218K sold.
Based on aggregated 13F filings for Q2 2025.