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Heritage Commerce
HTBK

Overview Fund Activity

186 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
69
Reduced
62
Closed
17
Calls
$20K
Puts
$7K
Net Calls
+$13K
Net Calls Change
-$18K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$36.1M
2
RIP
Rhino Investment Partners
Pennsylvania
$5.22M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$12.2M
4
KCM
Kennedy Capital Management
Missouri
$8.45M
5
Ameriprise
Ameriprise
Minnesota
$2.24M

Top Sellers

1
FCM
FJ Capital Management
Virginia
$22.5M
2
Boston Partners
Boston Partners
Massachusetts
$10.2M
3
ECA
Endeavour Capital Advisors
Connecticut
$1.29M
4
ACM
Ategra Capital Management
Virginia
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$142K -$93.6K -9,831 -40%
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$140K – – –
CG
128
Caprock Group
Idaho
$138K – – –
Stifel Financial
129
Stifel Financial
Missouri
$134K +$1.61K +169 +1%
KK
130
KLP Kapitalforvaltning
Norway
$130K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$127K +$2.11K +222 +2%
CWM
132
CIBC World Markets
New York
$126K +$126K +13,225 New
QT
133
Quantbot Technologies
New York
$125K +$28.5K +2,997 +30%
TSS
134
Two Sigma Securities
New York
$123K +$24.6K +2,580 +25%
ProShare Advisors
135
ProShare Advisors
Maryland
$123K -$37K -3,884 -23%
AIM
136
Aigen Investment Management
New York
$121K -$30.3K -3,182 -20%
HF
137
Holcombe Financial
Georgia
$120K – – –
SPA
138
Sherbrooke Park Advisers
New York
$119K +$119K +12,462 New
ACM
139
Aquatic Capital Management
Illinois
$112K -$112K -11,763 -50%
LWM
140
Liberty Wealth Management
California
$109K +$10 +1 +0%
PD
141
Point72 (DIFC)
United Arab Emirates
$104K +$26.1K +2,742 +33%
MAM
142
Martingale Asset Management
Massachusetts
$103K +$103K +10,800 New
OPCM
143
Osborne Partners Capital Management
California
$101K – – –
Canada Life
144
Canada Life
Manitoba, Canada
$100K +$4.42K +467 +5%
FT
145
Fiduciary Trust
Massachusetts
$97.3K +$97.3K +10,220 New
OWA
146
One Wealth Advisors
California
$95.6K – – –
Osaic Holdings
147
Osaic Holdings
Arizona
$89.7K +$81.6K +8,567 +1,003%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$86.3K – – –
TRCT
149
Tower Research Capital (TRC)
New York
$68K -$69.7K -7,326 -51%
AIP
150
Ameritas Investment Partners
Nebraska
$55.6K – – –
4 5
6
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