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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
EP
101
Essential Partners
California
$1.91K -$2.07K -84 -53%
AAP
102
Arax Advisory Partners
Colorado
$1.42K -$39.7K -1,607 -97%
HI
103
Harbour Investments
Wisconsin
$1.29K – – –
RIL
104
Rothschild Investment LLC
Illinois
$905 +$99 +4 +13%
ZBNA
105
Zions Bancorporation, National Association
Utah
$776 +$741 +30 New
FFA
106
Farther Finance Advisors
California
$724 +$691 +28 New
AF
107
Allworth Financial
California
$569 -$395 -16 -42%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$543 – – –
ACM
109
Aster Capital Management
United Arab Emirates
$388 +$370 +15 New
TWD
110
True Wealth Design
Ohio
$259 -$49 -2 -17%
MCM
111
MAI Capital Management
Ohio
$104 +$99 +4 New
SIC
112
SJS Investment Consulting
Ohio
$104 +$99 +4 New
SS
113
SBI Securities
Japan
$78 – – –
CA
114
Clearstead Advisors
Ohio
$26 – – –
HIM
115
Hillsdale Investment Management
Ontario, Canada
– -$2.77M -109,891 Closed
HF
116
HRT Financial
New York
– -$340K -13,509 Closed
GCP
117
GSA Capital Partners
United Kingdom
– -$305K -12,091 Closed
Franklin Resources
118
Franklin Resources
California
– -$208K -8,255 Closed
MAM
119
Marquette Asset Management
Minnesota
– -$3.13K -124 Closed
BIM
120
Breakwater Investment Management
Washington
– -$479 -19 Closed
C
121
Covestor
United Kingdom
– +$25 +1 +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.