| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $34.5M | — | 4.374% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.0M | $27.1M | +5.2% | 3.440% | 0.01% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 961K | $25.3M | +174.3% | 3.213% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 904K | $23.8M | +8.0% | 3.025% | 0.00% |
| 8 | rhino investment partners, Inc | 882K | $23.2M | +4.9% | 2.950% | 6.47% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 745K | $19.6M | — | 2.492% | 0.00% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 728K | $19.2M | +3.8% | 2.436% | 0.01% |
| 11 | EverSource Wealth Advisors, LLC | 16K | $18.1M | +569.8% | 0.053% | 0.55% |
| 12 | GOLDMAN SACHS GROUP INC | 616K | $16.2M | -21.7% | 2.060% | 0.00% |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 490K | $12.9M | +24.1% | 1.638% | 0.04% |
| 14 | MORGAN STANLEY | 479K | $12.6M | -7.5% | 1.602% | 0.00% |
| 15 | Stieven Capital Advisors, L.P. | 447K | $11.8M | -5.6% | 1.495% | 2.52% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 414K | $10.9M | +26.9% | 1.383% | 0.01% |
| 17 | Bank of New York Mellon Corp | 386K | $10.2M | -3.1% | 1.291% | 0.00% |
| 18 | TWO SIGMA INVESTMENTS, LP | 349K | $9.2M | +139.6% | 1.166% | 0.01% |
| 19 | NORTHERN TRUST CORP | 331K | $8.7M | +2.7% | 1.108% | 0.00% |
| 20 | AMERIPRISE FINANCIAL INC | 260K | $6.9M | +0.4% | 0.870% | 0.00% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 248K | $6.5M | +3.4% | 0.830% | 0.13% |
| 22 | Invesco Ltd. | 220K | $5.8M | -36.6% | 0.736% | 0.00% |
| 23 | FMR LLC | 216K | $5.7M | -62.2% | 0.722% | 0.00% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 208K | $5.5M | +47.2% | 0.697% | 0.00% |
| 25 | Hillsdale Investment Management Inc. | 206K | $5.4M | -23.6% | 0.688% | 0.15% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HAFC — a direct measure of their conviction.
| 61.26% |
| +13.33 pp |
| $581M |
| +28% |
| Q3 2024 | 166 | 1.8% | 47.93% | +5.68 pp | $455M | +13% |
| Q2 2024 | 169 | — | 42.25% | — | $401M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
28 institutions opened new positions in HAFC during Q1 2026, while 37 fully exited. 72 added to existing positions and 108 trimmed.
HAFC institutional ownership rose by 0.51 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 55.2% of all reported 13F value in HAFC, and the top 25 account for 76.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.