Who Owns Heritage Financial Corporation (HFWA)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
7.293483112986375e+277%
QoQ Change in Holders
+10 / -0
Price History
HFWA — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| JENNISON ASSOCIATES LLC | New Position | +3.1M | +$73.5B |
| ALGEBRIS (UK) LTD | New Position | +521K | +$12.3B |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Increased | +376K | +$8.8B |
| PRINCIPAL FINANCIAL GROUP INC | New Position | +199K | +$4.7B |
| Rhino Investment Partners, Inc | New Position | +186K | +$4.4B |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | New Position | +177K | +$4.2B |
| BANK OF AMERICA CORP /DE/ | Increased | +5K | +$4.0B |
| GREAT LAKES ADVISORS, LLC | New Position | +168K | +$3.0B |
| DEPRINCE RACE & ZOLLO INC | New Position | +121K | +$2.9B |
| CITADEL ADVISORS LLC | Increased | +86K | +$1.7B |
| KEYBANK NATIONAL ASSOCIATION/OH | New Position | +65K | +$1.5B |
| Universal- Beteiligungs- und Servicegesellschaft mbH | New Position | +60K | +$1.4B |
| NWAM LLC | New Position | +53K | +$1.4B |
| AQR CAPITAL MANAGEMENT LLC | Increased | +42K | +$880.1M |
| GOLDMAN SACHS GROUP INC | Increased | +53K | +$692.5M |
HFWA — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | Decreased | -366K | -$10.2B |
| VICTORY CAPITAL MANAGEMENT INC | Decreased | -191K | -$6.5B |
| AMERIPRISE FINANCIAL INC | Decreased | -237K | -$6.4B |
| ProShare Advisors LLC | Decreased | -5K | -$6.2B |
| DIMENSIONAL FUND ADVISORS LP | Decreased | -50K | -$4.1B |
| NORTHERN TRUST CORP | Decreased | -22K | -$2.6B |
| ALLIANCEBERNSTEIN L.P. | Decreased | -37K | -$2.5B |
| Legal & General Group Plc | Decreased | -3K | -$1.2B |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | Decreased | -15K | -$1.2B |
| ROYCE & ASSOCIATES LP | Decreased | -42K | -$1.1B |
| TWO SIGMA ADVISERS, LP | Decreased | -9K | -$1.1B |
| ROYAL BANK OF CANADA | Decreased | -4K | -$940.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Decreased | -1K | -$929.7M |
| Nuveen, LLC | Decreased | -10K | -$924.4M |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -8K | -$914.2M |
Top Institutional Holders(Q4 2025)
HFWA Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 171 | $381.1B | +53 |
| Q3 2025 | 118 | $325.6B | -30 |
| Q2 2025 | 148 | $307.6B | -30 |
| Q1 2025 | 178 | $562.3B | +16 |
| Q4 2024 | 162 | $3.6T | +18 |
| Q3 2024 | 144 | $21.1T | +1 |
| Q2 2024 | 143 | $20.9T | +18 |
| Q1 2024 | 125 | $265.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold HFWA (Heritage Financial Corporation). The largest holder is VICTORY CAPITAL MANAGEMENT INC with $57.0B in shares. This quarter, 10 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own HFWA?
As of Q4 2025, 50 institutional investors report holding HFWA (Heritage Financial Corporation) in their 13F filings.
Who is the largest institutional holder of HFWA?
The largest institutional holder of HFWA is VICTORY CAPITAL MANAGEMENT INC with $57.0B in shares.
Is institutional ownership of HFWA increasing or decreasing?
This quarter, 10 institutions opened new positions in HFWA and 0 closed their positions.