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Heritage Commerce
HTBK

Overview Fund Activity

175 hedge funds and large institutions have $476M invested in Heritage Commerce in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-11
Holders Change %
-5.91%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
22
Increased
65
Reduced
63
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.5M
2
MCM
Maltese Capital Management
New York
+$1.89M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.23M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.19M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$866K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.86M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.89M
3
CSS
Cubist Systematic Strategies
Connecticut
-$1.76M
4
PAM
Panagora Asset Management
Massachusetts
-$1.5M
5
AI
Atom Investors
Texas
-$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.13M – – –
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.09M +$180K +18,150 +20%
Millennium Management
53
Millennium Management
New York
$1.01M -$15.3K -1,537 -1%
Jane Street
54
Jane Street
New York
$951K -$488K -49,168 -34%
Franklin Resources
55
Franklin Resources
California
$923K +$46.8K +4,711 +5%
Bank of America
56
Bank of America
North Carolina
$917K -$104K -10,442 -10%
First Manhattan
57
First Manhattan
New York
$914K – – –
SIM
58
SummerHaven Investment Management
Connecticut
$911K +$15.8K +1,590 +2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$898K -$80.8K -8,140 -8%
Verition Fund Management
60
Verition Fund Management
Connecticut
$792K -$215K -21,617 -21%
SEI Investments
61
SEI Investments
Pennsylvania
$743K -$35.3K -3,557 -5%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$740K -$585 -59 -0.1%
Marshall Wace
63
Marshall Wace
United Kingdom
$725K +$725K +72,969 New
JF
64
Jump Financial
Illinois
$697K +$182K +18,367 +35%
Man Group
65
Man Group
United Kingdom
$674K +$339K +34,127 +101%
Wells Fargo
66
Wells Fargo
California
$673K +$39.8K +4,013 +6%
AA
67
ALPS Advisors
Colorado
$672K -$25.4K -2,554 -4%
Mariner
68
Mariner
Kansas
$666K +$281K +28,293 +73%
FL
69
Fourthstone LLC
Missouri
$607K +$607K +61,100 New
SO
70
STRS Ohio
Ohio
$592K +$20.9K +2,100 +4%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$589K +$201K +20,100 +52%
VI
72
Versor Investments
New York
$586K -$154K -15,500 -21%
HWAM
73
Hennion & Walsh Asset Management
New Jersey
$582K +$107K +10,757 +22%
Legal & General Group
74
Legal & General Group
United Kingdom
$581K – – –
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$498K -$42.9K -4,319 -8%
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