Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
200 hedge funds and large institutions have $593M invested in Heritage Commerce in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
24% more capital invested
Capital invested by funds: $478M → $593M (+$116M)
6% more funds holding
Funds holding: 188 → 200 (+12)
2.41% more ownership
Funds ownership: 78.3% → 80.71% (+2.4%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$16.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.1M |
| 3 |
VI
Versor Investments
New York
|
+$7.23M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.95M |
| 5 |
AA
ABC Arbitrage
Paris,
France
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.2M |
| 2 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
-$8.41M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.46M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.58M |
| 5 |
Two Sigma Investments
New York
|
-$3.23M |
HTBK Hedge Fund Activity: Q4 2025 in Review
200 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2025, worth a combined $593M — up 24% from $478M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HTBK positions and 19 closed out — a net gain of 14 holders — while 66 added to existing stakes and 69 trimmed.
The largest buyer was First Trust Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Wellington Management Group, exiting entirely with an estimated $17.2M sold.
- 200 institutional investors held Heritage Commerce (HTBK) as of Q4 2025, up from 188 in Q3 2025.
- Funds reported $593M of Heritage Commerce stock for Q4 2025, up 24% quarter-over-quarter.
- 33 funds opened new Heritage Commerce positions in Q4 2025 and 19 closed out, a net change of +14 holders.
- The largest Heritage Commerce buyer in Q4 2025 was First Trust Capital Management, an estimated $16.8M added.
- The largest Heritage Commerce seller in Q4 2025 was Wellington Management Group, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2025.