HTBK icon

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.

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
1
Goldman Sachs
New York
$11.3M
2
MCM
2
Maltese Capital Management
New York
$1.89M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$4.59M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$15.5M

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 Holding Trade Value Shares
Change 		Shares
Change %
I
126
InceptionR
California
$114K +$114K +11,442 New
LWM
127
Liberty Wealth Management
California
$113K +$10 +1 +0%
XT
128
XTX Topco
Cayman Islands
$113K +$113K +11,365 New
Canada Life
129
Canada Life
Manitoba, Canada
$112K +$7.02K +707 +7%
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$107K +$107K +10,759 New
TRCT
131
Tower Research Capital (TRC)
New York
$107K +$35.8K +3,604 +50%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$106K -$99K -9,965 -48%
OPCM
133
Osborne Partners Capital Management
California
$105K – – –
KK
134
KLP Kapitalforvaltning
Norway
$100K -$35.7K -3,600 -26%
OWA
135
One Wealth Advisors
California
$99.7K – – –
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$83.2K -$6.77K -682 -8%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$78.7K -$497K -50,046 -86%
AIP
138
Ameritas Investment Partners
Nebraska
$58K – – –
EWA
139
EverSource Wealth Advisors
Alabama
$53.7K +$53.3K +5,370 +16,273%
S
140
SignatureFD
Georgia
$49.6K -$7.71K -776 -13%
PP
141
PFS Partners
New Jersey
$47.9K – – –
US Bancorp
142
US Bancorp
Minnesota
$36.9K -$20.6K -2,070 -36%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$31.9K -$735 -74 -2%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$28K -$348 -35 -1%
GI
145
GAMMA Investing
California
$27.4K +$2.79K +281 +11%
PA
146
Parallel Advisors
California
$25.5K -$7.24K -729 -22%
AB
147
Amalgamated Bank
New York
$20K – – –
AF
148
Allworth Financial
California
$17.9K +$2.71K +273 +18%
SCM
149
Sterling Capital Management
North Carolina
$15.9K +$5.65K +569 +55%
Osaic Holdings
150
Osaic Holdings
Arizona
$15.8K -$76.1K -7,801 -83%
4 5
6
7 8