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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
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$4.87K
HNB
177
Huntington National Bank
Ohio
$4.76K
Optiver Holding
178
Optiver Holding
Netherlands
$4.49K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$4.22K
MCM
180
MAI Capital Management
Ohio
$4.07K
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$3.82K
TWD
182
True Wealth Design
Ohio
$2.91K
PWA
183
Physician Wealth Advisors
Utah
$2.51K
VCM
184
Versant Capital Management
Arizona
$2.28K
TM
185
Torren Management
California
$1.96K
Federated Hermes
186
Federated Hermes
Pennsylvania
$1.15K
RFP
187
Root Financial Partners
California
$625
BGAI
188
Bruce G. Allen Investments
Colorado
$613
SS
189
SBI Securities
Japan
$564
FC
190
Financial Consulate
Maryland
$553
SIC
191
SJS Investment Consulting
Ohio
$481
PWAM
192
Private Wealth Asset Management
Iowa
$288
AAP
193
Arax Advisory Partners
Colorado
$192
SS
194
Sunbelt Securities
Texas
$168
ACA
195
American Capital Advisory
Idaho
$85
Wellington Management Group
196
Wellington Management Group
Massachusetts
Jacobs Levy Equity Management
197
Jacobs Levy Equity Management
New Jersey
MCM
198
Maltese Capital Management
New York
EF
199
Empowered Funds
Pennsylvania
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio