Who Owns IPST?
Heritage Distilling Holding Company, Inc. — Institutional Ownership & 13F Holdings
$5.74
+0.74 (+14.80%)
Market Cap
$5.7M
Shares Outstanding
514,171
Institutional Holders
12
Total Inst. Value
$190K
% of Float Held
5.9%
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $48K | 95,964 |
| 2 | MORGAN STANLEY | $46K | 91,864 |
| 3 | Wealth Preservation Advisors, LLC | $26K | 52,500 |
| 4 | Mattern Wealth Management LLC | $22K | 44,255 |
| 5 | UBS Group AG | $20K | 40,463 |
| 6 | XTX Topco Ltd | $12K | 24,399 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $7K | 15,383 |
| 8 | Sowell Financial Services LLC | $5K | 10,000 |
| 9 | IFP Advisors, Inc | $2K | 3,000 |
| 10 | HARBOUR INVESTMENTS, INC. | $1K | 2,500 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +91K | $46K |
| UBS Group AG | +25K | $20K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold IPST?
As of Q1 2025, 12 institutional investors report holding IPST (Heritage Distilling Holding Company, Inc.) in their 13F filings.
What percentage of Heritage Distilling Holding Company, Inc. is owned by institutions?
Institutional investors hold approximately 5.9% of Heritage Distilling Holding Company, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most IPST?
The largest institutional holder of IPST is CITADEL ADVISORS LLC with $48K in shares.
Are institutions buying or selling IPST?
This quarter, 9 institutions opened new positions in IPST and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.