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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 %
TSMHT
176
Thurston Springer Miller Herd & Titak
Indiana
$799 +$95 +10 +14%
FFA
177
Farther Finance Advisors
California
$615 – – –
SS
178
SBI Securities
Japan
$476 – – –
SC
179
Stephens Consulting
Michigan
$381 +$381 +40 New
TWD
180
True Wealth Design
Ohio
$362 +$362 +38 New
BGAI
181
Bruce G. Allen Investments
Colorado
$314 – – –
EWA
182
EverSource Wealth Advisors
Alabama
$314 +$19 +2 +6%
FCT
183
First Community Trust
Iowa
$238 +$238 +25 New
PWAM
184
Private Wealth Asset Management
Iowa
$228 +$228 +24 New
CIAM
185
Caitong International Asset Management
Hong Kong
$124 +$124 +13 New
ACM
186
Ategra Capital Management
Virginia
– -$3.46M -369,321 Closed
FPCP
187
Fort Point Capital Partners
California
– -$575K -61,268 Closed
EGM
188
Engineers Gate Manager
New York
– -$491K -52,343 Closed
I
189
InceptionR
California
– -$277K -29,579 Closed
Squarepoint
190
Squarepoint
New York
– -$217K -23,082 Closed
PP
191
PDT Partners
New York
– -$210K -22,383 Closed
Connor, Clark & Lunn Investment Management (CC&L)
192
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$165K -17,596 Closed
BHCM
193
Brevan Howard Capital Management
Jersey
– -$130K -13,910 Closed
PA
194
PharVision Advisers
Florida
– -$125K -13,355 Closed
FRM
195
Fox Run Management
Connecticut
– -$123K -13,148 Closed
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
– -$118K -12,560 Closed
Corient Private Wealth
197
Corient Private Wealth
Florida
– -$103K -10,928 Closed
OAM
198
Oxford Asset Management
United Kingdom
– -$101K -10,728 Closed
RS
199
R Squared
Hong Kong
– -$18.4K -1,960 Closed
AAP
200
Arax Advisory Partners
Colorado
– -$10.9K -1,157 Closed
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