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Heritage Commerce

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
126
InceptionR
California
$114K
LWM
127
Liberty Wealth Management
California
$113K
XT
128
XTX Topco
Cayman Islands
$113K
Canada Life
129
Canada Life
Manitoba, Canada
$112K
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$107K
TRCT
131
Tower Research Capital (TRC)
New York
$107K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$106K
OPCM
133
Osborne Partners Capital Management
California
$105K
KK
134
KLP Kapitalforvaltning
Norway
$100K
OWA
135
One Wealth Advisors
California
$99.7K
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$83.2K
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$78.7K
AIP
138
Ameritas Investment Partners
Nebraska
$58K
EWA
139
EverSource Wealth Advisors
Alabama
$53.7K
S
140
SignatureFD
Georgia
$49.6K
PP
141
PFS Partners
New Jersey
$47.9K
US Bancorp
142
US Bancorp
Minnesota
$36.9K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$31.9K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$28K
GI
145
GAMMA Investing
California
$27.4K
PA
146
Parallel Advisors
California
$25.5K
AB
147
Amalgamated Bank
New York
$20K
AF
148
Allworth Financial
California
$17.9K
SCM
149
Sterling Capital Management
North Carolina
$15.9K
Osaic Holdings
150
Osaic Holdings
Arizona
$15.8K