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Heritage Commerce

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$279K
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$269K
GCM
103
Graham Capital Management
Connecticut
$256K
DWM
104
Destination Wealth Management
California
$245K
Acadian Asset Management
105
Acadian Asset Management
Massachusetts
$242K
QCG
106
Quadrant Capital Group
Ohio
$234K
QCM
107
Quantinno Capital Management
New York
$228K
CSS
108
Cubist Systematic Strategies
Connecticut
$227K
ST
109
Sentinel Trust
Texas
$223K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$201K
PCM
111
Princeton Capital Management
New Jersey
$199K
Prudential Financial
112
Prudential Financial
New Jersey
$197K
VOYA Investment Management
113
VOYA Investment Management
Georgia
$195K
CC
114
Centiva Capital
New York
$190K
DT
115
Diversified Trust
Tennessee
$186K
ASRS
116
Arizona State Retirement System
Arizona
$170K
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$158K
IC
118
IEQ Capital
California
$150K
PFSRSONJ
119
Police & Firemen's Retirement System of New Jersey
New Jersey
$146K
HF
120
Holcombe Financial
Georgia
$125K
Stifel Financial
121
Stifel Financial
Missouri
$123K
QT
122
Quantbot Technologies
New York
$123K
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$123K
ProShare Advisors
124
ProShare Advisors
Maryland
$122K
IWA
125
Icon Wealth Advisors
Texas
$121K