HTBK

Heritage Commerce

Delisted

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

194 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
Holders
194
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
$4K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
Root Financial Partners
California
$3.12K
TWD
177
True Wealth Design
Ohio
$3.02K
Optiver Holding
178
Optiver Holding
Netherlands
$2.97K
PWA
179
Physician Wealth Advisors
Utah
$2.61K
AAP
180
Arax Advisory Partners
Colorado
$2.47K
JWM
181
JPL Wealth Management
Colorado
$2.38K
VCM
182
Versant Capital Management
Arizona
$2.37K
SHIM
183
Stone House Investment Management
Pennsylvania
$924
CIAM
184
Caitong International Asset Management
Hong Kong
$699
BGAI
185
Bruce G. Allen Investments
Colorado
$649
SS
186
SBI Securities
Japan
$599
FC
187
Financial Consulate
Maryland
$575
SIC
188
SJS Investment Consulting
Ohio
$500
TPWA
189
Twin Peaks Wealth Advisors
California
$287
SS
190
Sunbelt Securities
Texas
$175
FGP
191
Freestone Grove Partners
California
$12
HFS
192
Hughes Financial Services
Virginia
$12
Two Sigma Advisers
193
Two Sigma Advisers
New York
PAM
194
Panagora Asset Management
Massachusetts
ACM
195
AH Capital Management
California
EC
196
EJF Capital
Virginia
TI
197
Trexquant Investment
Connecticut
MAM
198
Martingale Asset Management
Massachusetts
State of Tennessee, Department of Treasury
199
State of Tennessee, Department of Treasury
Tennessee
PCM
200
Princeton Capital Management
New Jersey