HTBK

Heritage Commerce

Delisted

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

199 hedge funds and large institutions have $593M invested in Heritage Commerce in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$283K
Puts
$483K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$60.8K
PFBT
152
Parkside Financial Bank & Trust
Missouri
$60.2K
PP
153
PFS Partners
New Jersey
$57.9K
TRCT
154
Tower Research Capital (TRC)
New York
$46K
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$44.8K
US Bancorp
156
US Bancorp
Minnesota
$44.5K
Group One Trading
157
Group One Trading
Illinois
$44.4K
CA
158
Clearstead Advisors
Ohio
$43.2K
GI
159
GAMMA Investing
California
$42K
SCM
160
Sterling Capital Management
North Carolina
$41.5K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$40K
AF
162
Allworth Financial
California
$34.8K
EP
163
Essential Partners
California
$33.6K
Osaic Holdings
164
Osaic Holdings
Arizona
$31.4K
PA
165
Parallel Advisors
California
$30.8K
SOADOR
166
State of Alaska Department of Revenue
Alaska
$29K
SAM
167
Smartleaf Asset Management
Massachusetts
$26.9K
AB
168
Amalgamated Bank
New York
$23K
Simplex Trading
169
Simplex Trading
Illinois
$18.4K
BNP Paribas Asset Management
170
BNP Paribas Asset Management
France
$16K
FFA
171
Farther Finance Advisors
California
$12.3K
C
172
Covestor
United Kingdom
$10K
PWPS
173
Pinnacle Wealth Planning Services
Ohio
$9.68K
IA
174
IFP Advisors
Florida
$9.38K
RIL
175
Rothschild Investment LLC
Illinois
$6.5K