We are live on ! Find out more
HTBK

Heritage Commerce
HTBK

Delisted

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

Back to rankings

185 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $20K | Put options by funds: $7K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

5% more funds holding

Funds holding: 177 → 185 (+8)

2% more capital invested

Capital invested by funds: $440M → $449M (+$9.65M)

0.37% more ownership

Funds ownership: 76.45% → 76.82% (+0.37%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
69
Reduced
62
Closed
18
Calls
$20K
Puts
$7K
Net Calls
+$13K
Net Calls Change
-$18K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.6M
2
RIP
Rhino Investment Partners
Pennsylvania
+$5.37M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.14M
4
KCM
Kennedy Capital Management
Missouri
+$2.99M
5
Ameriprise
Ameriprise
Minnesota
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$6.62M
2
Boston Partners
Boston Partners
Massachusetts
-$4.74M
3
ECA
Endeavour Capital Advisors
Connecticut
-$4.51M
4
ACM
Ategra Capital Management
Virginia
-$3.46M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
176
Farther Finance Advisors
California
$615 – – –
SS
177
SBI Securities
Japan
$476 – – –
SC
178
Stephens Consulting
Michigan
$381 +$392 +40 New
TWD
179
True Wealth Design
Ohio
$362 +$372 +38 New
BGAI
180
Bruce G. Allen Investments
Colorado
$314 – – –
EWA
181
EverSource Wealth Advisors
Alabama
$314 +$20 +2 +6%
FCT
182
First Community Trust
Iowa
$238 +$245 +25 New
PWAM
183
Private Wealth Asset Management
Iowa
$228 +$235 +24 New
CIAM
184
Caitong International Asset Management
Hong Kong
$124 +$127 +13 New
ACM
185
Ategra Capital Management
Virginia
– -$3.46M -369,321 Closed
FPCP
186
Fort Point Capital Partners
California
– -$575K -61,268 Closed
EGM
187
Engineers Gate Manager
New York
– -$491K -52,343 Closed
I
188
InceptionR
California
– -$277K -29,579 Closed
SC
189
Savant Capital
Illinois
– -$232K -24,743 Closed
Squarepoint
190
Squarepoint
New York
– -$217K -23,082 Closed
PP
191
PDT Partners
New York
– -$210K -22,383 Closed
Connor, Clark & Lunn Investment Management (CC&L)
192
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$165K -17,596 Closed
BHCM
193
Brevan Howard Capital Management
Jersey
– -$130K -13,910 Closed
PA
194
PharVision Advisers
Florida
– -$125K -13,355 Closed
FRM
195
Fox Run Management
Connecticut
– -$123K -13,148 Closed
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
– -$118K -12,560 Closed
Corient Private Wealth
197
Corient Private Wealth
Florida
– -$103K -10,928 Closed
OAM
198
Oxford Asset Management
United Kingdom
– -$101K -10,728 Closed
RS
199
R Squared
Hong Kong
– -$18.4K -1,960 Closed
AAP
200
Arax Advisory Partners
Colorado
– -$10.9K -1,157 Closed
5 6 7
8
9

HTBK Hedge Fund Activity: Q1 2025 in Review

185 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2025, worth a combined $449M — up 2.2% from $440M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HTBK positions and 18 closed out — a net gain of 9 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14.6M. The largest seller was FJ Capital Management, cutting an estimated $6.62M.

  • 185 institutional investors held Heritage Commerce (HTBK) as of Q1 2025, up from 177 in Q4 2024.
  • Funds reported $449M of Heritage Commerce stock for Q1 2025, up 2.2% quarter-over-quarter.
  • 27 funds opened new Heritage Commerce positions in Q1 2025 and 18 closed out, a net change of +9 holders.
  • The largest Heritage Commerce buyer in Q1 2025 was Wellington Management Group, an estimated $14.6M added.
  • The largest Heritage Commerce seller in Q1 2025 was FJ Capital Management, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2025.