Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
188 hedge funds and large institutions have $478M invested in Heritage Commerce in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 44 reducing their positions, and 15 closing their positions.
102% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 44
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
28% more call options, than puts
Call options by funds: $742K | Put options by funds: $580K
7% more funds holding
Funds holding: 175 → 188 (+13)
0.54% more ownership
Funds ownership: 77.76% → 78.3% (+0.54%)
0% more capital invested
Capital invested by funds: $476M → $478M (+$2.23M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$5.77M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.93M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.33M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.29M |
| 5 |
BlackRock
New York
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$23.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.7M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.78M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.01M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$1.01M |
HTBK Hedge Fund Activity: Q3 2025 in Review
188 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2025, worth a combined $478M — up 0.47% from $476M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HTBK positions and 15 closed out — a net gain of 13 holders — while 89 added to existing stakes and 44 trimmed.
The largest buyer was Boston Partners, adding an estimated $5.77M. The largest seller was FJ Capital Management, exiting entirely with an estimated $23.3M sold.
- 188 institutional investors held Heritage Commerce (HTBK) as of Q3 2025, up from 175 in Q2 2025.
- Funds reported $478M of Heritage Commerce stock for Q3 2025, up 0.47% quarter-over-quarter.
- 28 funds opened new Heritage Commerce positions in Q3 2025 and 15 closed out, a net change of +13 holders.
- The largest Heritage Commerce buyer in Q3 2025 was Boston Partners, an estimated $5.77M added.
- The largest Heritage Commerce seller in Q3 2025 was FJ Capital Management, an estimated $23.3M sold.
Based on aggregated 13F filings for Q3 2025.