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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 %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$269K 27,118 – –
GCM
102
Graham Capital Management
Connecticut
$256K 25,827 -24,121 -48%
DWM
103
Destination Wealth Management
California
$245K 24,700 +24,700 New
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$242K 24,385 -9,005 -27%
QCG
105
Quadrant Capital Group
Ohio
$234K 23,521 -2,144 -8%
QCM
106
Quantinno Capital Management
New York
$228K 22,996 +6,602 +40%
CSS
107
Cubist Systematic Strategies
Connecticut
$227K 22,857 -177,571 -89%
ST
108
Sentinel Trust
Texas
$223K 22,500 – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$201K 20,287 +6,896 +51%
PCM
110
Princeton Capital Management
New Jersey
$199K 20,041 – –
Prudential Financial
111
Prudential Financial
New Jersey
$197K 19,826 +3,068 +18%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$195K 19,626 +302 +2%
CC
113
Centiva Capital
New York
$190K 19,118 +961 +5%
DT
114
Diversified Trust
Tennessee
$186K 18,752 -161 -0.9%
ASRS
115
Arizona State Retirement System
Arizona
$170K 17,073 +383 +2%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$158K 15,886 – –
IC
117
IEQ Capital
California
$150K 15,117 +15,117 New
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$146K 14,668 – –
HF
119
Holcombe Financial
Georgia
$125K 12,595 – –
Stifel Financial
120
Stifel Financial
Missouri
$123K 12,435 -1,666 -12%
QT
121
Quantbot Technologies
New York
$123K 12,410 -710 -5%
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$123K 12,370 +12,370 New
ProShare Advisors
123
ProShare Advisors
Maryland
$122K 12,296 -605 -5%
IWA
124
Icon Wealth Advisors
Texas
$121K 12,138 +12,138 New
I
125
InceptionR
California
$114K 11,442 +11,442 New
3 4
5
6 7