CASK - Heritage Distilling Holding Company, Inc. Stock - Stock Price, Institutional Ownership, Shareholders

Heritage Distilling Holding Company, Inc. (US:CASK) has 6 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 235,427 shares. Largest shareholders include VEXMX - Vanguard Extended Market Index Fund Investor Shares, FSMAX - Fidelity Extended Market Index Fund, Vanguard Fiduciary Trust Co, FCFMX - Fidelity Series Total Market Index Fund, FSKAX - Fidelity Total Market Index Fund, and Vanguard Global Advisers, LLC .

Heritage Distilling Holding Company, Inc. (NASDAQCM:CASK) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 19, 2025 is 0.60 / share. Previously, on September 4, 2025, the share price was 0.41 / share. This represents an increase of 46.77% over that period.

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.