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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 %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$13.6K -$923 -93 -6%
SAM
152
Smartleaf Asset Management
Massachusetts
$11.8K -$12.1K -1,236 -51%
CA
153
Clearstead Advisors
Ohio
$10.4K +$10.4K +1,046 New
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$10K +$10K +959 New
LFG
155
Larson Financial Group
Missouri
$9.37K +$9.37K +944 New
MCM
156
MAI Capital Management
Ohio
$6.74K +$6.74K +679 New
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$4.18K – – –
HNB
158
Huntington National Bank
Ohio
$3.93K -$477 -48 -11%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$3.16K +$3.16K +318 New
BIG
160
Brooklyn Investment Group
New York
$3.05K +$3.05K +307 New
NC
161
NewSquare Capital
Pennsylvania
$2.93K – – –
RIL
162
Rothschild Investment LLC
Illinois
$2.78K +$1.24K +125 +81%
VCM
163
Versant Capital Management
Arizona
$1.89K – – –
IA
164
IFP Advisors
Florida
$1.67K +$1.67K +168 New
PWA
165
Physician Wealth Advisors
Utah
$1.59K +$646 +65 +68%
TSMHT
166
Thurston Springer Miller Herd & Titak
Indiana
$833 – – –
SS
167
SBI Securities
Japan
$516 +$20 +2 +4%
FFA
168
Farther Finance Advisors
California
$467 -$179 -18 -28%
BGAI
169
Bruce G. Allen Investments
Colorado
$328 – – –
PWAM
170
Private Wealth Asset Management
Iowa
$238 – – –
TPWA
171
Twin Peaks Wealth Advisors
California
$228 +$228 +23 New
CIAM
172
Caitong International Asset Management
Hong Kong
$119 -$10 -1 -8%
TWD
173
True Wealth Design
Ohio
$100 -$280 -28 -74%
Assenagon Asset Management
174
Assenagon Asset Management
Luxembourg
– -$1.89M -198,872 Closed
AI
175
Atom Investors
Texas
– -$1.32M -138,898 Closed
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