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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 %
WTC
76
WhitTier Trust Company
Nevada
$483K – – –
SPS
77
Susquehanna Portfolio Strategies
Pennsylvania
$476K +$476K +47,923 New
Deutsche Bank
78
Deutsche Bank
Germany
$467K – – –
Rafferty Asset Management
79
Rafferty Asset Management
New York
$465K -$63.1K -6,356 -12%
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$441K -$78.6K -7,918 -15%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$429K -$27.1K -2,729 -6%
A
82
AlphaQuest
New York
$414K -$234K -23,592 -36%
First Trust Advisors
83
First Trust Advisors
Illinois
$401K +$25.3K +2,551 +7%
CCIA
84
Campbell & Co Investment Adviser
Maryland
$389K +$389K +39,160 New
MIM
85
MetLife Investment Management
New Jersey
$383K +$74K +7,448 +24%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$377K – – –
TI
87
Trexquant Investment
Connecticut
$366K -$24.9K -2,503 -6%
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$365K +$12.6K +1,265 +4%
Point72 Asset Management
89
Point72 Asset Management
Connecticut
$337K +$154K +15,491 +84%
BHCM
90
Brevan Howard Capital Management
Jersey
$334K +$334K +33,589 New
Jacobs Levy Equity Management
91
Jacobs Levy Equity Management
New Jersey
$332K -$194K -19,550 -37%
ACM
92
Aquatic Capital Management
Illinois
$330K +$213K +21,494 +183%
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$326K -$25.4K -2,557 -7%
Universal-Beteiligungs- und Servicegesellschaft
94
Universal-Beteiligungs- und Servicegesellschaft
Germany
$314K – – –
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$311K +$151K +14,147 +95%
ECM
96
Evergreen Capital Management
Washington
$302K +$7.4K +745 +3%
HF
97
HRT Financial
New York
$300K -$8.19K -827 -3%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$296K +$35.3K +3,543 +14%
IIM
99
INTECH Investment Management
Florida
$292K -$174K -17,503 -37%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$285K +$131K +13,212 +86%
2 3
4
5 6