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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
Russell Investments Group
151
Russell Investments Group
United Kingdom
$13.6K
SAM
152
Smartleaf Asset Management
Massachusetts
$11.8K
CA
153
Clearstead Advisors
Ohio
$10.4K
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$10K
LFG
155
Larson Financial Group
Missouri
$9.37K
MCM
156
MAI Capital Management
Ohio
$6.74K
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$4.18K
HNB
158
Huntington National Bank
Ohio
$3.93K
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$3.16K
BIG
160
Brooklyn Investment Group
New York
$3.05K
NC
161
NewSquare Capital
Pennsylvania
$2.93K
RIL
162
Rothschild Investment LLC
Illinois
$2.78K
VCM
163
Versant Capital Management
Arizona
$1.89K
IA
164
IFP Advisors
Florida
$1.67K
PWA
165
Physician Wealth Advisors
Utah
$1.59K
TSMHT
166
Thurston Springer Miller Herd & Titak
Indiana
$833
SS
167
SBI Securities
Japan
$516
FFA
168
Farther Finance Advisors
California
$467
BGAI
169
Bruce G. Allen Investments
Colorado
$328
PWAM
170
Private Wealth Asset Management
Iowa
$238
TPWA
171
Twin Peaks Wealth Advisors
California
$228
CIAM
172
Caitong International Asset Management
Hong Kong
$119
TWD
173
True Wealth Design
Ohio
$100
Assenagon Asset Management
174
Assenagon Asset Management
Luxembourg
AI
175
Atom Investors
Texas