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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
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$326K
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$316K
First Trust Advisors
103
First Trust Advisors
Illinois
$301K
IIM
104
INTECH Investment Management
Florida
$298K
DWM
105
Destination Wealth Management
California
$297K
BCI
106
Brinker Capital Investments
Pennsylvania
$295K
QCG
107
Quadrant Capital Group
Ohio
$288K
DT
108
Diversified Trust
Tennessee
$281K
ST
109
Sentinel Trust
Texas
$270K
XT
110
XTX Topco
Cayman Islands
$263K
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$258K
RIP
112
Rhino Investment Partners
Pennsylvania
$248K
IWA
113
Icon Wealth Advisors
Texas
$242K
DADC
114
D.A. Davidson & Co
Montana
$229K
GCP
115
GSA Capital Partners
United Kingdom
$226K
OL
116
Odyssean LLC
Connecticut
$220K
Verition Fund Management
117
Verition Fund Management
Connecticut
$201K
ASRS
118
Arizona State Retirement System
Arizona
$195K
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$191K
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$189K
Connor, Clark & Lunn Investment Management (CC&L)
121
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$188K
CG
122
Caprock Group
Idaho
$185K
ECSS
123
Eurizon Capital SGR SpA
$175K
PFSRSONJ
124
Police & Firemen's Retirement System of New Jersey
New Jersey
$175K
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$166K