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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
PFBT
151
Parkside Financial Bank & Trust
Missouri
$60.2K
PP
152
PFS Partners
New Jersey
$57.9K
TRCT
153
Tower Research Capital (TRC)
New York
$46K
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$44.8K
US Bancorp
155
US Bancorp
Minnesota
$44.5K
Group One Trading
156
Group One Trading
Illinois
$44.4K
CA
157
Clearstead Advisors
Ohio
$43.2K
GI
158
GAMMA Investing
California
$42K
SCM
159
Sterling Capital Management
North Carolina
$41.5K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$40K
AF
161
Allworth Financial
California
$34.8K
Osaic Holdings
162
Osaic Holdings
Arizona
$31.4K
PA
163
Parallel Advisors
California
$30.8K
SOADOR
164
State of Alaska Department of Revenue
Alaska
$29K
SAM
165
Smartleaf Asset Management
Massachusetts
$26.9K
AB
166
Amalgamated Bank
New York
$23K
Simplex Trading
167
Simplex Trading
Illinois
$18.4K
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$16K
FFA
169
Farther Finance Advisors
California
$12.3K
C
170
Covestor
United Kingdom
$10K
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$9.68K
IA
172
IFP Advisors
Florida
$9.38K
RIL
173
Rothschild Investment LLC
Illinois
$6.5K
Comerica Bank
174
Comerica Bank
Texas
$5.21K
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$5.06K