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Heritage Global Inc. hedge fund holdings

HGBLNASDAQ
$1.29+0.03 (+2.38%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HGBL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-19.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251112$1.3M$3.08M38Aug 14, 2025
Q3 2025109$1.47M$174K38Nov 14, 2025
Q4 2025149$1.16M$1.42M40Feb 14, 2026
Q1 2026617$588K$1.27M38May 15, 2026
Q2 20261012$192K$2.41M36Aug 14, 2026

Quarterly action breakdown

Q2 2026
36 filers
New position
3
$46.6K+38.5K sh
Increased
7
$146K+121K sh
Reduced
8
-$2.02M-1.67M sh
Out / sold
4
-$395K-326K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Militia Capital Management LLCReduce 66.67%-$1.36M$682K0.02%Aug 12, 2026
Evernest Financial Advisors, LLCSell 100%-$274K$00.00%Aug 6, 2026
Punch & Associates Investment Management, Inc.Reduce 9.92%-$269K$2.45M0.12%Aug 14, 2026
Rothschild Wealth LLCSell 100%-$111K$00.00%Aug 11, 2026
Mink Brook Asset Management LLCAdded 1.56%+$42.1K$2.75M1.21%Aug 14, 2026
Ridgewood Investments LLCReduce 6.32%-$18.2K$269K0.10%Aug 3, 2026
Archer Investment CorpAdded 100.00%+$30$600.00%Aug 19, 2026

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