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Heritage Commerce

196 hedge funds and large institutions have $593M invested in Heritage Commerce in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 69

41% less call options, than puts

Call options by funds: $283K | Put options by funds: $483K

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$283K
Puts
$483K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$647K
SO
77
STRS Ohio
Ohio
$643K
MAM
78
Martingale Asset Management
Massachusetts
$638K
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$623K
QCM
80
Quantinno Capital Management
New York
$613K
WTC
81
WhitTier Trust Company
Nevada
$604K
Deutsche Bank
82
Deutsche Bank
Germany
$564K
Rafferty Asset Management
83
Rafferty Asset Management
New York
$556K
AWP
84
Abacus Wealth Partners
California
$538K
PCM
85
Princeton Capital Management
New Jersey
$505K
A
86
AlphaQuest
New York
$486K
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$457K
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$441K
SG Americas Securities
89
SG Americas Securities
New York
$436K
HWAM
90
Hennion & Walsh Asset Management
New Jersey
$424K
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$413K
BFG
92
Bleakley Financial Group
New Jersey
$408K
WIC
93
Water Island Capital
New York
$407K
MIM
94
MetLife Investment Management
New Jersey
$375K
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$358K
ECM
96
Evergreen Capital Management
Washington
$353K
VC
97
VarCov Co
Connecticut
$352K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$347K
GLAM
99
Gardner Lewis Asset Management
Pennsylvania
$340K
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$334K