IPST
Heritage Distilling Holding Co
IPST
IPST
12 hedge funds and large institutions have $1.36M invested in Heritage Distilling Holding Co in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
58% less capital invested
Capital invested by funds: $3.25M → $1.36M (-$1.89M)
Holders
12
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.42M | |
| 2 | +$469K | |
| 3 | +$98.1K | |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$51K |
| 5 |
Morgan Stanley
New York
|
+$42K |
Top Sellers
| 1 | -$77.7K | |
| 2 | -$75K | |
| 3 | -$36.3K | |
| 4 |
TSS
Two Sigma Securities
New York
|
-$25.6K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$8.21K |
