IPST

Heritage Distilling Holding Co

12 hedge funds and large institutions have $191K invested in Heritage Distilling Holding Co in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
2
Reduced
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$48.2K +$48.2K +95,964 New
Morgan Stanley
2
Morgan Stanley
New York
$46.1K +$45.8K +91,264 +15,211%
WPA
3
Wealth Preservation Advisors
Tennessee
$26.4K +$26.4K +52,500 New
MWM
4
Mattern Wealth Management
Kansas
$22.2K
UBS Group
5
UBS Group
Switzerland
$20.3K +$12.8K +25,424 +169%
XT
6
XTX Topco
Cayman Islands
$12.2K +$12.2K +24,399 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.72K +$7.72K +15,383 New
SFS
8
Sowell Financial Services
Arkansas
$5.02K +$5.02K +10,000 New
IA
9
IFP Advisors
Florida
$1.51K
HI
10
Harbour Investments
Wisconsin
$1.25K +$1.25K +2,500 New
TRCT
11
Tower Research Capital (TRC)
New York
$94 +$94 +187 New
Bank of America
12
Bank of America
North Carolina
$10 +$10 +19 New
AFM
13
Anson Funds Management
Texas
-$886K -515,371 Closed
FIA
14
FNY Investment Advisers
New York
-$86K -50,000 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
-$31K -18,171 Closed
TSS
16
Two Sigma Securities
New York
-$18.9K -10,969 Closed
CS
17
Clear Street
New York
-$17.2K -10,000 Closed
T
18
Transce3nd
Texas
-$215 -125 Closed