HEFA Institutional Ownership
Who owns HEFA and what the big funds did with it last quarter, from every SEC 13F filing. 453 funds reported holding HEFA at Jun 30, 2026.
- ●171 buying vs 194 selling
- ▼Shares held by funds -2.2%
- ▲Funds holding +16
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 453 | 437 | +3.7% |
| In funds' top 10 | 26 | 30 | −13.3% |
| 13F shares | 135M | 138M | −2.2% |
| Held by funds | – | – | – |
| New positions | 48 | 42 | +14.3% |
| Increased | 123 | 101 | +21.8% |
| Reduced | 168 | 173 | −2.9% |
| Sold out | 26 | 37 | −29.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HEFA
All superinvestors →
Who owns HEFA
share of fund held shares- Index and passive funds1.5%
- Active managers and hedge funds44.7%
- Banks and brokers53.5%
- Pensions, insurers and other0.2%
The top 10 holders own 61.9% of all HEFA shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
329 funds changed their position- Dynasty Wealth Management, LLCSold out−3.6M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−681K sh
- Coldstream Capital Management IncTrimmed−662K sh
- United Capital Financial Advisors, LLCTrimmed−172K sh
- Trinity Wealth Management, LLCAdded+154K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | – | 48.5M | $2.3B | +402K |
| 2 | Coldstream Capital Management Inc | – | 4.6M | $214M | −1.4M |
| 3 | Envestnet Asset Management Inc | – | 4.4M | $207M | −185K |
| 4 | Jpmorgan Chase & Co | – | 4.3M | $201M | +88K |
| 5 | Ameriprise Financial Inc | – | 4.1M | $192M | −182K |
| 6 | Morgan Stanley | – | 3.6M | $168M | −197K |
| 7 | Dynasty Wealth Management, LLC | – | 3.6M | $167M | +90K |
| 8 | Northwestern Mutual Wealth Management Co | – | 3.5M | $166M | +74K |
| 9 | Quotient Wealth Partners, LLC | – | 3.4M | $161M | +72K |
| 10 | LPL Financial LLC | – | 3.4M | $161M | −108K |
- Private Advisor Group, LLC+909K sh+$42.6M
- Cambridge Investment Research Advisors, Inc.+694K sh+$32.6M
- Goldman Sachs Group Inc+402K sh+$18.8M
- Bank of America Corp /de/+249K sh+$11.7M
- Rockefeller Capital Management L.P.+135K sh+$6.3M
- Cetera Investment Advisers+123K sh+$5.8M
- Osaic Holdings, Inc.+111K sh+$5.2M
- Axxcess Wealth Management, LLC+103K sh+$4.8M
- Coldstream Capital Management Inc−1.4M sh−$64.2M
- Flow Traders U.s. LLC−898K sh−$42.1M
- Mariner, LLC−677K sh−$31.8M
- Mml Investors Services, LLC−598K sh−$28.1M
- Elevation Point Wealth Partners, LLC−439K sh−$20.6M
- Vestmark Advisory Solutions, Inc.−435K sh−$20.4M
- Prasad Wealth Partners, LLC−381K sh−$17.9M
- Perspective Wealth Advisors LLC−262K sh−$11.1M
HEFA institutional ownership FAQ
Who owns the most HEFA stock?
In Q2 2026 13F filings the largest holder of HEFA was Goldman Sachs Group Inc, followed by Coldstream Capital Management Inc and Envestnet Asset Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of HEFA is owned by institutions?
453 funds reported holding 135M HEFA shares at Jun 30, 2026.
Are hedge funds buying HEFA?
In Q2 2026, 171 funds bought HEFA (48 of them new positions) and 194 sold (26 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for HEFA is neutral.
What is HEFA's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this HEFA ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.