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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 %
SC
101
Savant Capital
Illinois
$279K +$35.8K +3,605 +15%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$269K – – –
GCM
103
Graham Capital Management
Connecticut
$256K -$240K -24,121 -48%
DWM
104
Destination Wealth Management
California
$245K +$245K +24,700 New
Acadian Asset Management
105
Acadian Asset Management
Massachusetts
$242K -$89.4K -9,005 -27%
QCG
106
Quadrant Capital Group
Ohio
$234K -$21.3K -2,144 -8%
QCM
107
Quantinno Capital Management
New York
$228K +$65.6K +6,602 +40%
CSS
108
Cubist Systematic Strategies
Connecticut
$227K -$1.76M -177,571 -89%
ST
109
Sentinel Trust
Texas
$223K – – –
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$201K +$68.3K +6,896 +51%
PCM
111
Princeton Capital Management
New Jersey
$199K – – –
Prudential Financial
112
Prudential Financial
New Jersey
$197K +$30.5K +3,068 +18%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$195K +$3K +302 +2%
CC
114
Centiva Capital
New York
$190K +$9.54K +961 +5%
DT
115
Diversified Trust
Tennessee
$186K -$1.6K -161 -0.9%
ASRS
116
Arizona State Retirement System
Arizona
$170K +$3.8K +383 +2%
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$158K – – –
IC
118
IEQ Capital
California
$150K +$150K +15,117 New
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 -$16.5K -1,666 -12%
QT
122
Quantbot Technologies
New York
$123K -$7.05K -710 -5%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$123K +$123K +12,370 New
ProShare Advisors
124
ProShare Advisors
Maryland
$122K -$6.01K -605 -5%
IWA
125
Icon Wealth Advisors
Texas
$121K +$121K +12,138 New
3 4
5
6 7