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Heritage Commerce
HTBK

Overview Fund Activity

173 hedge funds and large institutions have $475M invested in Heritage Commerce in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 31 closing their positions.

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
65
Reduced
62
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

1
HAM
1
HoldCo Asset Management
Florida
$16.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
MCM
3
Maltese Capital Management
New York
$1.89M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.59M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.38M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
CSS
3
Cubist Systematic Strategies
Connecticut
$227K
4
PAM
4
Panagora Asset Management
Massachusetts
$1.49M
5
AI
5
Atom Investors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.13M 113,700 – –
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.09M 109,442 +18,150 +20%
Millennium Management
53
Millennium Management
New York
$1.01M 101,767 -1,537 -1%
Jane Street
54
Jane Street
New York
$951K 95,751 -49,168 -34%
Franklin Resources
55
Franklin Resources
California
$923K 92,912 +4,711 +5%
Bank of America
56
Bank of America
North Carolina
$917K 92,383 -10,442 -10%
First Manhattan
57
First Manhattan
New York
$914K 92,045 – –
SIM
58
SummerHaven Investment Management
Connecticut
$911K 91,792 +1,590 +2%
Verition Fund Management
59
Verition Fund Management
Connecticut
$792K 79,788 -21,617 -21%
SEI Investments
60
SEI Investments
Pennsylvania
$743K 74,844 -3,557 -5%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$740K 74,579 -59 -0.1%
Marshall Wace
62
Marshall Wace
United Kingdom
$725K 72,969 +72,969 New
JF
63
Jump Financial
Illinois
$697K 70,167 +18,367 +35%
Man Group
64
Man Group
United Kingdom
$674K 67,872 +34,127 +101%
Wells Fargo
65
Wells Fargo
California
$673K 67,787 +4,013 +6%
AA
66
ALPS Advisors
Colorado
$672K 67,683 -2,554 -4%
Mariner
67
Mariner
Kansas
$666K 67,114 +28,293 +73%
FL
68
Fourthstone LLC
Missouri
$607K 61,100 +61,100 New
SO
69
STRS Ohio
Ohio
$592K 59,600 +2,100 +4%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$589K 58,931 +20,100 +52%
VI
71
Versor Investments
New York
$586K 59,000 -15,500 -21%
HWAM
72
Hennion & Walsh Asset Management
New Jersey
$582K 58,613 +10,757 +22%
Legal & General Group
73
Legal & General Group
United Kingdom
$581K 58,488 – –
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$498K 50,174 -4,319 -8%
WTC
75
WhitTier Trust Company
Nevada
$483K 48,591 – –
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