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HTBK

Heritage Commerce
HTBK

Delisted

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

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200 hedge funds and large institutions have $593M invested in Heritage Commerce in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $478M → $593M (+$116M)

6% more funds holding

Funds holding: 188 → 200 (+12)

2.41% more ownership

Funds ownership: 78.3% → 80.71% (+2.4%)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

41% less call options, than puts

Call options by funds: $283K | Put options by funds: $483K

Holders
200
Holders Change
+12
Holders Change %
+6.38%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
66
Reduced
69
Closed
19
Calls
$283K
Puts
$483K
Net Calls
-$200K
Net Calls Change
-$362K

Top Buyers

Rank Fund Capital Flow
1
FTCM
First Trust Capital Management
Illinois
+$16.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14.1M
3
VI
Versor Investments
New York
+$7.23M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.95M
5
AA
ABC Arbitrage
France
+$6.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$17.2M
2
RIP
Rhino Investment Partners
Pennsylvania
-$8.41M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.46M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.58M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$5.58M -$257K -23,700 -5%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$5.17M +$514K +47,387 +12%
Morgan Stanley
28
Morgan Stanley
New York
$5.12M -$1.35M -124,125 -23%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$5.01M +$4.53M +417,129 New
AA
30
AQR Arbitrage
Connecticut
$4.92M +$4.44M +409,465 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$4.55M -$385K -35,496 -9%
BCM
32
Bridgeway Capital Management
Texas
$4.42M +$247K +22,780 +7%
Two Sigma Investments
33
Two Sigma Investments
New York
$3.94M -$3.23M -297,806 -48%
Citadel Advisors
34
Citadel Advisors
Florida
$3.87M +$507K +46,688 +17%
Allianz Asset Management
35
Allianz Asset Management
Germany
$3.6M +$3.26M +300,100 New
UBS Group
36
UBS Group
Switzerland
$3.58M -$517K -47,587 -14%
Raymond James Financial
37
Raymond James Financial
Florida
$3.5M +$123K +11,323 +4%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$3.21M -$2.8M -257,600 -49%
Citigroup
39
Citigroup
New York
$2.85M +$209K +19,237 +9%
Creative Planning
40
Creative Planning
Kansas
$2.72M +$388K +35,761 +19%
Jane Street
41
Jane Street
New York
$2.72M +$1.75M +161,007 +247%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$2.53M -$84.2K -7,753 -4%
Barclays
43
Barclays
United Kingdom
$2.52M +$99.5K +9,170 +5%
JAM
44
Jacobs Asset Management
New York
$2.4M +$2.17M +200,000 New
RHCA
45
Rosenthal Henry Capital Advisors
Indiana
$2.28M -$2.93K -270 -0.1%
Cerity Partners
46
Cerity Partners
New York
$2.14M +$117K +10,822 +6%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$1.97M -$306K -28,171 -15%
PAM
48
Panagora Asset Management
Massachusetts
$1.87M +$44K +4,055 +3%
BFC
49
Banc Funds Company
Illinois
$1.46M – – –
Invesco
50
Invesco
Georgia
$1.41M -$236K -21,764 -16%
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HTBK Hedge Fund Activity: Q4 2025 in Review

200 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2025, worth a combined $593M — up 24% from $478M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HTBK positions and 19 closed out — a net gain of 14 holders — while 66 added to existing stakes and 69 trimmed.

The largest buyer was First Trust Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Wellington Management Group, exiting entirely with an estimated $17.2M sold.

  • 200 institutional investors held Heritage Commerce (HTBK) as of Q4 2025, up from 188 in Q3 2025.
  • Funds reported $593M of Heritage Commerce stock for Q4 2025, up 24% quarter-over-quarter.
  • 33 funds opened new Heritage Commerce positions in Q4 2025 and 19 closed out, a net change of +14 holders.
  • The largest Heritage Commerce buyer in Q4 2025 was First Trust Capital Management, an estimated $16.8M added.
  • The largest Heritage Commerce seller in Q4 2025 was Wellington Management Group, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2025.