HTBK icon

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
SC
126
Savant Capital
Illinois
$163K
ACM
127
Aquatic Capital Management
Illinois
$160K
NAM
128
NorthCrest Asset Manangement
Minnesota
$158K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$151K
HF
130
Holcombe Financial
Georgia
$151K
KK
131
KLP Kapitalforvaltning
Norway
$150K
MFG
132
Merit Financial Group
Georgia
$149K
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$148K
Canada Life
134
Canada Life
Manitoba, Canada
$146K
VOYA Investment Management
135
VOYA Investment Management
Georgia
$145K
LWM
136
Liberty Wealth Management
California
$137K
ZIM
137
Zacks Investment Management
Illinois
$136K
ProShare Advisors
138
ProShare Advisors
Maryland
$132K
ACM
139
AH Capital Management
California
$129K
TSS
140
Two Sigma Securities
New York
$123K
VF
141
Virtu Financial
New York
$122K
OWA
142
One Wealth Advisors
California
$121K
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$89.3K
LFG
144
Larson Financial Group
Missouri
$88.5K
SOW
145
State of Wyoming
Wyoming
$77.4K
Russell Investments Group
146
Russell Investments Group
United Kingdom
$76.8K
EWA
147
EverSource Wealth Advisors
Alabama
$75.9K
GC
148
Globeflex Capital
California
$66.1K
S
149
SignatureFD
Georgia
$61.9K
AIP
150
Ameritas Investment Partners
Nebraska
$60.8K