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HBT Financial
HBT

115 hedge funds and large institutions have $195M invested in HBT Financial in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 113 → 115 (+2)

3% more capital invested

Capital invested by funds: $189M → $195M (+$6.33M)

0.24% more ownership

Funds ownership: 23.73% → 23.97% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
36
Reduced
43
Closed
6
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$2.15M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$791K
3
Wells Fargo
Wells Fargo
California
+$683K
4
Morgan Stanley
Morgan Stanley
New York
+$611K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$544K

Top Sellers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.77M
2
BlackRock
BlackRock
New York
-$1.2M
3
LSV Asset Management
LSV Asset Management
Illinois
-$501K
4
RA
Royce & Associates
New York
-$425K
5
HF
HRT Financial
New York
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSRSONJ
76
Police & Firemen's Retirement System of New Jersey
New Jersey
$93.5K – – –
Canada Life
77
Canada Life
Manitoba, Canada
$80K +$963 +39 +1%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$73K -$2.32K -94 -3%
KK
79
KLP Kapitalforvaltning
Norway
$67.2K – – –
SOADOR
80
State of Alaska Department of Revenue
Alaska
$45K +$13.3K +539 +42%
UBS Group
81
UBS Group
Switzerland
$40.7K -$162K -6,576 -81%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$26.8K +$222 +9 +0.9%
AIP
83
Ameritas Investment Partners
Nebraska
$24.7K – – –
AF
84
Advisornet Financial
Minnesota
$20.4K – – –
SCM
85
Sterling Capital Management
North Carolina
$17.1K -$3.21K -130 -16%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$14.3K – – –
EWA
87
EverSource Wealth Advisors
Alabama
$13K – – –
EWM
88
Evolution Wealth Management
Florida
$12.9K – – –
GI
89
GAMMA Investing
California
$12.2K -$2.02K -82 -15%
TRCT
90
Tower Research Capital (TRC)
New York
$10.1K -$3.53K -143 -27%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$9.58K +388 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$9K -$11.1K -449 -57%
AB
93
Amalgamated Bank
New York
$9K -$2.64K -107 -23%
IA
94
IFP Advisors
Florida
$8.04K -$6.1K -247 -44%
HCA
95
Harbor Capital Advisors
Illinois
$8K -$123 -5 -2%
NA
96
NewEdge Advisors
Louisiana
$7.75K – – –
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$7.29K – – –
VCM
98
Versant Capital Management
Arizona
$4.14K -$2.1K -85 -35%
Osaic Holdings
99
Osaic Holdings
Arizona
$2.82K – – –
Optiver Holding
100
Optiver Holding
Netherlands
$2.79K -$2.67K -108 -50%
1 2 3
4
5

HBT Hedge Fund Activity: Q4 2025 in Review

115 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q4 2025, worth a combined $195M — up 3.3% from $189M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HBT positions and 6 closed out — a net gain of 2 holders — while 36 added to existing stakes and 43 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $2.15M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.77M sold.

  • 115 institutional investors held HBT Financial (HBT) as of Q4 2025, up from 113 in Q3 2025.
  • Funds reported $195M of HBT Financial stock for Q4 2025, up 3.3% quarter-over-quarter.
  • 8 funds opened new HBT Financial positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest HBT Financial buyer in Q4 2025 was Adage Capital Partners, an estimated $2.15M added.
  • The largest HBT Financial seller in Q4 2025 was Hillsdale Investment Management, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2025.