Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.6M |
| 2 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$5.37M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$5.14M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.99M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$6.62M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$4.74M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$4.51M |
| 4 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$3.46M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Comerica Bank
Dallas,
Texas
| – | -$1.17K | -125 | Closed |
|
|
IA
202
IFP Advisors
Tampa,
Florida
| – | -$19 | -2 | Closed |
|
203
Bessemer Group
Woodbridge,
New Jersey
| – | +$451 | +46 | New |
|
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.