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Heritage Commerce
HTBK

Overview Fund Activity

173 hedge funds and large institutions have $475M invested in Heritage Commerce in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 31 closing their positions.

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
65
Reduced
62
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

1
HAM
1
HoldCo Asset Management
Florida
$16.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
MCM
3
Maltese Capital Management
New York
$1.89M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.59M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.38M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
CSS
3
Cubist Systematic Strategies
Connecticut
$227K
4
PAM
4
Panagora Asset Management
Massachusetts
$1.49M
5
AI
5
Atom Investors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
C
201
Covestor
United Kingdom
$0 11 -115 -91%
SC
202
Stephens Consulting
Michigan
– – -40 Closed
FCT
203
First Community Trust
Iowa
– – -25 Closed
Bessemer Group
204
Bessemer Group
New Jersey
$0 46 – –
Group One Trading
205
Group One Trading
Illinois
– – – –
5 6 7 8
9