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HTBK

Heritage Commerce
HTBK

Delisted

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

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195 hedge funds and large institutions have $643M invested in Heritage Commerce in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

8% more capital invested

Capital invested by funds: $593M → $643M (+$49.9M)

3% more ownership

Funds ownership: 80.71% → 83.7% (+3%)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

3% less funds holding

Funds holding: 200 → 195 (-5)

Holders
195
Holders Change
-5
Holders Change %
-2.5%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
73
Reduced
54
Closed
36
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$204K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.3M
2
GLAM
Gardner Lewis Asset Management
Pennsylvania
+$10M
3
Millennium Management
Millennium Management
New York
+$9.41M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.36M
5
State Street
State Street
Massachusetts
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
VI
Versor Investments
New York
-$7.96M
2
N
Nuveen
North Carolina
-$6.28M
3
Goldman Sachs
Goldman Sachs
New York
-$5.45M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.52M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
176
Root Financial Partners
California
$3.12K +$2.52K +198 +381%
TWD
177
True Wealth Design
Ohio
$3.02K – – –
Optiver Holding
178
Optiver Holding
Netherlands
$2.97K -$1.73K -136 -36%
PWA
179
Physician Wealth Advisors
Utah
$2.61K – – –
AAP
180
Arax Advisory Partners
Colorado
$2.47K +$2.31K +182 +1,138%
JWM
181
JPL Wealth Management
Colorado
$2.38K +$2.43K +191 New
VCM
182
Versant Capital Management
Arizona
$2.37K – – –
BWA
183
Basecamp Wealth Advisors
Washington
$1.27K – – –
SHIM
184
Stone House Investment Management
Pennsylvania
$924 +$940 +74 New
CIAM
185
Caitong International Asset Management
Hong Kong
$699 +$584 +46 +460%
BGAI
186
Bruce G. Allen Investments
Colorado
$649 +$13 +1 +2%
SS
187
SBI Securities
Japan
$599 +$13 +1 +2%
FC
188
Financial Consulate
Maryland
$575 – – –
SIC
189
SJS Investment Consulting
Ohio
$500 – – –
TPWA
190
Twin Peaks Wealth Advisors
California
$287 +$292 +23 New
SS
191
Sunbelt Securities
Texas
$175 – – –
FGP
192
Freestone Grove Partners
California
$12 +$13 +1 New
HFS
193
Hughes Financial Services
Virginia
$12 +$13 +1 New
Two Sigma Advisers
194
Two Sigma Advisers
New York
– -$3.21M -267,402 Closed
PAM
195
Panagora Asset Management
Massachusetts
– -$1.87M -155,389 Closed
ACM
196
AH Capital Management
California
– -$129K -82,740 Closed
EC
197
EJF Capital
Virginia
– -$783K -65,199 Closed
TI
198
Trexquant Investment
Connecticut
– -$773K -64,389 Closed
MAM
199
Martingale Asset Management
Massachusetts
– -$638K -53,136 Closed
State of Tennessee, Department of Treasury
200
State of Tennessee, Department of Treasury
Tennessee
– -$623K -48,960 Closed
6 7
8
9 10

HTBK Hedge Fund Activity: Q1 2026 in Review

195 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2026, worth a combined $643M — up 8.4% from $593M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of HTBK and 35 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 73 added.

The largest buyer was Citigroup, adding an estimated $12.3M. The largest seller was Versor Investments, cutting an estimated $7.96M.

  • 195 institutional investors held Heritage Commerce (HTBK) as of Q1 2026, down from 200 in Q4 2025.
  • Funds reported $643M of Heritage Commerce stock for Q1 2026, up 8.4% quarter-over-quarter.
  • 35 funds opened new Heritage Commerce positions in Q1 2026 and 36 closed out, a net change of -1 holder.
  • The largest Heritage Commerce buyer in Q1 2026 was Citigroup, an estimated $12.3M added.
  • The largest Heritage Commerce seller in Q1 2026 was Versor Investments, an estimated $7.96M sold.

Based on aggregated 13F filings for Q1 2026.