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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 %
US Bancorp
151
US Bancorp
Minnesota
$55.1K +$22K +2,316 +67%
S
152
SignatureFD
Georgia
$54.9K +$5.37K +564 +11%
PP
153
PFS Partners
New Jersey
$45.9K – – –
PA
154
Parallel Advisors
California
$31.3K +$400 +42 +1%
PFBT
155
Parkside Financial Bank & Trust
Missouri
$31.3K +$876 +92 +3%
QL
156
Quarry LP
New York
$28.7K -$1.32K -139 -4%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$27.1K +$16K +1,680 +143%
GI
158
GAMMA Investing
California
$23.6K -$2.17K -228 -8%
SAM
159
Smartleaf Asset Management
Massachusetts
$23.3K -$735 -77 -3%
RTC
160
Riverview Trust Company
Washington
$21K – – –
AB
161
Amalgamated Bank
New York
$19K – – –
AF
162
Allworth Financial
California
$14K +$10.1K +1,108 +260%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$13.9K +$276 +29 +2%
LC
164
Lindbrook Capital
California
$13.5K +$466 +49 +4%
SSG
165
Summit Securities Group
New York
$10.2K +$10.2K +1,067 New
SCM
166
Sterling Capital Management
North Carolina
$9.79K -$8.4K -882 -46%
CCM
167
Coldstream Capital Management
Washington
$5.08K +$5.08K +533 New
HNB
168
Huntington National Bank
Ohio
$4.23K -$228 -24 -5%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$4.01K – – –
Simplex Trading
170
Simplex Trading
Illinois
$4K +$4K +453 New
NC
171
NewSquare Capital
Pennsylvania
$2.81K – – –
VCM
172
Versant Capital Management
Arizona
$1.81K – – –
RIL
173
Rothschild Investment LLC
Illinois
$1.48K +$905 +95 +158%
C
174
Covestor
United Kingdom
$1K +$206 +26 +26%
PWA
175
Physician Wealth Advisors
Utah
$905 – – –
5 6
7
8 9