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Heritage Commerce
HTBK

Overview Fund Activity

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
-11
Holders Change %
-5.91%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
22
Increased
65
Reduced
63
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.5M
2
MCM
Maltese Capital Management
New York
+$1.89M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.23M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.19M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$866K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.86M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.89M
3
CSS
Cubist Systematic Strategies
Connecticut
-$1.76M
4
PAM
Panagora Asset Management
Massachusetts
-$1.5M
5
AI
Atom Investors
Texas
-$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
201
Coldstream Capital Management
Washington
– -$5.08K -533 Closed
Simplex Trading
202
Simplex Trading
Illinois
– -$4K -453 Closed
SC
203
Stephens Consulting
Michigan
– -$381 -40 Closed
FCT
204
First Community Trust
Iowa
– -$238 -25 Closed
5 6 7 8
9