PARTNERS CAPITAL INVESTMENT GROUP, LLP has added 143,990 shares of $HEFA to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $HEFA.
$HEFA Hedge Fund Activity
We have seen 160 institutional investors add shares of $HEFA stock to their portfolio, and 338 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ENVESTNET ASSET MANAGEMENT INC removed 13,731,541 shares (-66.0%) from their portfolio in Q2 2025, for an estimated $521,249,296
- GOLDMAN SACHS GROUP INC removed 3,289,706 shares (-6.4%) from their portfolio in Q2 2025, for an estimated $124,877,239
- LPL FINANCIAL LLC removed 2,556,417 shares (-32.1%) from their portfolio in Q2 2025, for an estimated $97,041,589
- JPMORGAN CHASE & CO removed 2,468,723 shares (-28.2%) from their portfolio in Q2 2025, for an estimated $93,712,725
- TIAA TRUST, NATIONAL ASSOCIATION removed 2,010,360 shares (-68.2%) from their portfolio in Q2 2025, for an estimated $76,313,265
- MML INVESTORS SERVICES, LLC removed 962,033 shares (-39.5%) from their portfolio in Q2 2025, for an estimated $36,518,772
- MORGAN STANLEY removed 922,093 shares (-22.7%) from their portfolio in Q2 2025, for an estimated $35,002,650
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $HEFA ticker page for more data.
