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HTBK

Heritage Commerce
HTBK

Delisted

HTBK was delisted on the 17th of April, 2026.

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175 hedge funds and large institutions have $476M invested in Heritage Commerce in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $20K | Put options by funds: $5K

6% more capital invested

Capital invested by funds: $449M → $476M (+$26.3M)

2% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 63

0.94% more ownership

Funds ownership: 76.82% → 77.76% (+0.94%)

5% less funds holding

Funds holding: 185 → 175 (-10)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
175
Holders Change
-10
Holders Change %
-5.41%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
64
Reduced
63
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.31M
2
MCM
Maltese Capital Management
New York
+$1.74M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.14M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$800K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.25M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.89M
3
CSS
Cubist Systematic Strategies
Connecticut
-$1.63M
4
PAM
Panagora Asset Management
Massachusetts
-$1.38M
5
AI
Atom Investors
Texas
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.15M +$57.2K +6,243 +2%
Two Sigma Investments
27
Two Sigma Investments
New York
$4.05M +$25.1K +2,735 +0.7%
BCM
28
Bridgeway Capital Management
Texas
$3.19M +$152K +16,601 +5%
Citadel Advisors
29
Citadel Advisors
Florida
$3.15M +$587K +64,044 +25%
Raymond James Financial
30
Raymond James Financial
Florida
$2.82M +$409K +44,569 +19%
Ameriprise
31
Ameriprise
Minnesota
$2.52M +$170K +18,580 +8%
Barclays
32
Barclays
United Kingdom
$2.27M +$376K +41,001 +22%
State Board of Administration of Florida Retirement System
33
State Board of Administration of Florida Retirement System
Florida
$2.25M -$36.9K -4,027 -2%
Citigroup
34
Citigroup
New York
$2.19M -$494K -53,918 -20%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$2.15M +$227K +24,765 +13%
EC
36
EJF Capital
Virginia
$1.95M -$548K -59,730 -23%
RHCA
37
Rosenthal Henry Capital Advisors
Indiana
$1.89M -$29.6K -3,230 -2%
MCM
38
Maltese Capital Management
New York
$1.89M +$1.74M +190,000 New
EF
39
Empowered Funds
Pennsylvania
$1.87M +$152K +16,601 +10%
UBS AM
40
UBS AM
Illinois
$1.75M +$400K +43,636 +33%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.73M +$390K +42,580 +32%
Creative Planning
42
Creative Planning
Kansas
$1.72M +$441K +48,130 +39%
UBS Group
43
UBS Group
Switzerland
$1.6M +$661K +72,117 +81%
Cerity Partners
44
Cerity Partners
New York
$1.52M +$40.7K +4,444 +3%
PAM
45
Panagora Asset Management
Massachusetts
$1.49M -$1.38M -150,794 -50%
Invesco
46
Invesco
Georgia
$1.37M -$271K -29,562 -18%
BFC
47
Banc Funds Company
Illinois
$1.21M -$440K -48,000 -28%
GCP
48
GSA Capital Partners
United Kingdom
$1.2M +$675K +73,579 +156%
Victory Capital Management
49
Victory Capital Management
Texas
$1.2M -$60.1K -6,560 -5%
Lido Advisors
50
Lido Advisors
California
$1.18M -$312 -34 -0%
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HTBK Hedge Fund Activity: Q2 2025 in Review

175 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2025, worth a combined $476M — up 5.9% from $449M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HTBK and 23 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 64 added.

The largest buyer was Goldman Sachs, adding an estimated $2.31M. The largest seller was Wellington Management Group, cutting an estimated $7.25M.

  • 175 institutional investors held Heritage Commerce (HTBK) as of Q2 2025, down from 185 in Q1 2025.
  • Funds reported $476M of Heritage Commerce stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 23 funds opened new Heritage Commerce positions in Q2 2025 and 31 closed out, a net change of -8 holders.
  • The largest Heritage Commerce buyer in Q2 2025 was Goldman Sachs, an estimated $2.31M added.
  • The largest Heritage Commerce seller in Q2 2025 was Wellington Management Group, an estimated $7.25M sold.

Based on aggregated 13F filings for Q2 2025.