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
Comerica Bank
176
Comerica Bank
Texas
$5.21K
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$5.06K
Los Angeles Capital Management
178
Los Angeles Capital Management
California
$4.87K
HNB
179
Huntington National Bank
Ohio
$4.76K
Optiver Holding
180
Optiver Holding
Netherlands
$4.49K
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$4.22K
MCM
182
MAI Capital Management
Ohio
$4.07K
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$3.82K
TWD
184
True Wealth Design
Ohio
$2.91K
PWA
185
Physician Wealth Advisors
Utah
$2.51K
VCM
186
Versant Capital Management
Arizona
$2.28K
TM
187
Torren Management
California
$1.96K
Federated Hermes
188
Federated Hermes
Pennsylvania
$1.15K
RFP
189
Root Financial Partners
California
$625
BGAI
190
Bruce G. Allen Investments
Colorado
$613
SS
191
SBI Securities
Japan
$564
FC
192
Financial Consulate
Maryland
$553
SIC
193
SJS Investment Consulting
Ohio
$481
PWAM
194
Private Wealth Asset Management
Iowa
$288
AAP
195
Arax Advisory Partners
Colorado
$192
SS
196
Sunbelt Securities
Texas
$168
CIAM
197
Caitong International Asset Management
Hong Kong
$120
ACA
198
American Capital Advisory
Idaho
$85
Wellington Management Group
199
Wellington Management Group
Massachusetts
Jacobs Levy Equity Management
200
Jacobs Levy Equity Management
New Jersey