Who Owns Heritage Distilling Holding Company, Inc. (IPST)?Hedge Fund & Institutional Holders
Institutional Holders
17
as of Q4 2025
Total Institutional Value
$40006451300000.0T
% of Float Held
4.06153391622825e+66%
QoQ Change in Holders
+3 / -7
Price History
IPST — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Arrington Capital Management, LLC | New Position | +414K | +$645K |
| CoinFund Management LLC | New Position | +9K | +$13K |
| BlackRock, Inc. | New Position | +640 | +$0 |
| Tower Research Capital LLC (TRC) | Increased | +2K | +$-1.4M |
IPST — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Polar Asset Management Partners Inc. | Decreased | -3.1M | -$2.0B |
| CIBC Private Wealth Group LLC | Decreased | -413K | -$361.2M |
| CIBC Bancorp USA Inc. | Closed Position | -430K | -$352.9M |
| XTX Topco Ltd | Closed Position | -95K | -$77.7M |
| NORTHERN TRUST CORP | Decreased | -35K | -$39.2M |
| Wealth Preservation Advisors, LLC | Decreased | -50K | -$39.1M |
| TWO SIGMA SECURITIES, LLC | Closed Position | -31K | -$25.6M |
| UBS Group AG | Decreased | -3K | -$2.9M |
| IFP Advisors, Inc | Closed Position | -3K | -$2.5M |
| Newbridge Financial Services Group, Inc. | Closed Position | -3K | -$2.1M |
| VANGUARD GROUP INC | Decreased | -152K | -$263K |
| MORGAN STANLEY | Decreased | -170K | -$151K |
| HRT FINANCIAL LP | Closed Position | -92K | -$75K |
| Virtu Financial LLC | Closed Position | -44K | -$36K |
| GEODE CAPITAL MANAGEMENT, LLC | Decreased | -91K | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Wealth Preservation Advisors, LLC | 2,625 | $4.0M | 0.00% | Share |
| 2 | Arrington Capital Management, LLC | 413,701 | $645K | 0.60% | Share |
| 3 | CoinFund Management LLC | 8,687 | $13K | 0.02% | Share |
| 4 | VANGUARD GROUP INC | 52,973 | $0 | 0.00% | Share |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 54,842 | $0 | 0.00% | Share |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 3,100 | $0 | 0.00% | Share |
| 7 | MORGAN STANLEY | 13,739 | $0 | 0.00% | Share |
| 8 | BlackRock, Inc. | 640 | $0 | 0.00% | Share |
| 9 | VANGUARD GROUP INC | 6,731 | $0 | 0.00% | Share |
| 10 | VANGUARD GROUP INC | 109,483 | $0 | 0.00% | Share |
| 11 | UBS Group AG | 100 | $0 | 0.00% | Share |
| 12 | Polar Asset Management Partners Inc. | 165,480 | $0 | 0.00% | Share |
| 13 | Tower Research Capital LLC (TRC) | 3,354 | $0 | 0.00% | Share |
| 14 | BANK OF AMERICA CORP /DE/ | 78 | $0 | 0.00% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 1 | $0 | 0.00% | Share |
| 16 | NORTHERN TRUST CORP | 12,961 | $0 | 0.00% | Share |
| 17 | CIBC Private Wealth Group LLC | 27,500 | $0 | 0.00% | Share |
IPST Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $4.7M | -4 |
| Q3 2025 | 17 | $2.9B | +1 |
| Q2 2025 | 16 | $81.7M | +4 |
| Q1 2025 | 12 | $190.2M | +3 |
| Q4 2024 | 9 | $984.5M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 17 institutional investors hold IPST (Heritage Distilling Holding Company, Inc.). The largest holder is Wealth Preservation Advisors, LLC with $4.0M in shares. This quarter, 3 institutions opened new positions and 7 closed their positions.
Frequently Asked Questions
How many hedge funds own IPST?
As of Q4 2025, 17 institutional investors report holding IPST (Heritage Distilling Holding Company, Inc.) in their 13F filings.
Who is the largest institutional holder of IPST?
The largest institutional holder of IPST is Wealth Preservation Advisors, LLC with $4.0M in shares.
Is institutional ownership of IPST increasing or decreasing?
This quarter, 3 institutions opened new positions in IPST and 7 closed their positions.