IPST

Heritage Distilling Holding Co

10 hedge funds and large institutions have $1.15M invested in Heritage Distilling Holding Co in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+10
Holders Change %
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
1
Anson Funds Management
Texas
$886K +$886K +515,371 New
FIA
2
FNY Investment Advisers
New York
$86K +$86K +50,000 New
MWM
3
Mattern Wealth Management
Kansas
$76.1K +$76.1K +44,255 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$31K +$31K +18,171 New
UBS Group
5
UBS Group
Switzerland
$25.9K +$25.9K +15,039 New
TSS
6
Two Sigma Securities
New York
$18.9K +$18.9K +10,969 New
CS
7
Clear Street
New York
$17.2K +$17.2K +10,000 New
IA
8
IFP Advisors
Florida
$5.16K +$5.16K +3,000 New
Morgan Stanley
9
Morgan Stanley
New York
$1.03K +$1.03K +600 New
T
10
Transce3nd
Texas
$215 +$215 +125 New