Heritage Distilling Holding Company, Inc. Common Stock
Heritage Distilling Holding Company, Inc. Common Stock is a beverages company on NASDAQ, with a market cap of $55.5M. As of Q3 2025, 2% of shares are held by 18 institutional investors, with Polar Securities Inc. as the largest holder at 1.58%.
Overview
Overview of institutional ownership in IPST as of Q3 2025 with a market cap of $172.1M
All Institutions
- Institutions
- 18
- Value Held
- $4.0M
- Shares Held
- 4.8M
- Avg Position
- $220.3K
- Median Position
- $37.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.7M
- Shares Held
- 3.3M
- Avg Position
- $2.7M
- Median Position
- $2.7M
Ownership Breakdown
Based on market cap of $172.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in IPST as of Q3 2025
| Institution | Position Value |
|---|---|
 Polar Securities Inc. Hedge Fund•Multi-Strategy | $2.7M 0.08% of portfolio |
A Atlantic Trust Group, LLC Institution | $361.2K 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $264.0K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $151.2K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $122.0K 0.00% of portfolio |
X XTX Topco Ltd Institution | $77.7K 0.00% of portfolio |
H HRT FINANCIAL LLC Institution | $75.6K 0.00% of portfolio |
 Wealth Preservation Advisors, LLC RIA/Wealth | $43.1K 0.03% of portfolio |
 NORTHERN TRUST CORP Institution | $39.2K 0.00% of portfolio |
 Mattern Wealth Management LLC RIA/Wealth | $36.3K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IPST in Q3 2025
- Net Flow
- −-
- Buyers
- 0
- Sellers
- 0
- Total Bought
- +-
- Total Sold
- −-
- Avg Position
- -
Biggest Buyers
| Institution | Net Bought | |
|---|---|---|
| No buyers found | ||
Biggest Sellers
| Institution | Net Sold | |
|---|---|---|
| No sellers found | ||
Entry and Exit Activity
Institutions that initiated new positions or completely exited IPST in Q3 2025
- New Positions
- 18
- New Value
- $4.0M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
Polar Securities Inc. Hedge Fund•Multi-Strategy | $2.7M 3.3M shares |
A Atlantic Trust Group, LLC Institution | $361.2K 440.0K shares |
VANGUARD GROUP INC Institution | $264.0K 321.6K shares |
MORGAN STANLEY RIA/Wealth | $151.2K 184.2K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | $122.0K 148.6K shares |
X XTX Topco Ltd Institution | $77.7K 94.7K shares |
H HRT FINANCIAL LLC Institution | $75.6K 92.1K shares |
Wealth Preservation Advisors, LLC RIA/Wealth | $43.1K 52.5K shares |
NORTHERN TRUST CORP Institution | $39.2K 47.7K shares |
Mattern Wealth Management LLC RIA/Wealth | $36.3K 44.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in IPST as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IPST as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Polar Securities Inc. Hedge Fund•Multi-Strategy | 0.08% $2.7M |
Wealth Preservation Advisors, LLC RIA/Wealth | 0.03% $43.1K |
Mattern Wealth Management LLC RIA/Wealth | 0.01% $36.3K |
X XTX Topco Ltd Institution | 0.00% $77.7K |
T TWO SIGMA SECURITIES, LLC Institution | 0.00% $25.6K |
V Virtu Financial LLC Institution | 0.00% $36.1K |
A Atlantic Trust Group, LLC Institution | 0.00% $361.2K |
H HRT FINANCIAL LLC Institution | 0.00% $75.6K |
 Sowell Financial Services LLC RIA/Wealth | 0.00% $8.2K |
 Newbridge Financial Services Group, Inc. RIA/Wealth | 0.00% $2.1K |
Hedge Fund Spotlight
Discover hedge funds investing in IPST
- Portfolio Value
- $3.4B
- Positions
- 454
- Last Reported
- Q3 2025
Position in Heritage Distilling Holding Company, Inc. Common Stock
- Market Value
- $2.7M
- Shares Held
- 3.3M
- Portfolio Weight
- 0.08%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $282.9M | 8.42% | |
Unknown Unknown | $103.5M | 3.08% | |
Semiconductors Technology | $90.7M | 2.70% |
