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HBT Financial

104 hedge funds and large institutions have $172M invested in HBT Financial in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,600% more call options, than puts

Call options by funds: $94K | Put options by funds: $2K

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $162M → $172M (+$9.98M)

6% more funds holding

Funds holding: 98104 (+6)

0.79% more ownership

Funds ownership: 23.44%24.23% (+0.79%)

30% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 40

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
40
Closed
6
Calls
$94K
Puts
$2K
Net Calls
+$92K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.6M -$1.94M -82,407 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.4M +$421K +17,875 +3%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M +$50.8K +2,159 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.9M +$546K +23,212 +5%
RA
5
Royce & Associates
New York
$8.07M +$639K +27,169 +8%
LPL Financial
6
LPL Financial
California
$7.19M -$94.9K -4,033 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.05M +$213K +9,055 +3%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$6.23M +$717K +30,467 +12%
State Street
9
State Street
Massachusetts
$5.71M -$15.6K -664 -0.3%
LSV Asset Management
10
LSV Asset Management
Illinois
$5.17M +$303K +12,863 +6%
American Century Companies
11
American Century Companies
Missouri
$4.25M +$1.33M +56,521 +42%
SCP
12
Siena Capital Partners
Illinois
$4.09M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.1M -$38.7K -1,643 -1%
Northern Trust
14
Northern Trust
Illinois
$2.87M +$226K +9,585 +8%
RHCA
15
Rosenthal Henry Capital Advisors
Indiana
$2.7M +$1.2M +51,036 +120%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$2.48M -$97.6K -4,147 -4%
Charles Schwab
17
Charles Schwab
California
$2.3M -$59.3K -2,520 -2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2.23M +$2.34M +99,554 New
JIC
19
Johnson Investment Counsel
Ohio
$2.2M +$2.31M +98,100 New
Morgan Stanley
20
Morgan Stanley
New York
$1.55M +$42.4K +1,802 +3%
Barclays
21
Barclays
United Kingdom
$1.17M -$173K -7,363 -12%
MAM
22
Martingale Asset Management
Massachusetts
$1.04M +$55.6K +2,363 +5%
Goldman Sachs
23
Goldman Sachs
New York
$997K -$296K -12,594 -22%
JP Morgan Chase
24
JP Morgan Chase
New York
$980K -$56.1K -2,383 -5%
HIM
25
Hillsdale Investment Management
Ontario, Canada
$915K +$961K +40,843 New

HBT Hedge Fund Activity: Q1 2025 in Review

104 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in HBT Financial (HBT) for Q1 2025, worth a combined $172M — up 6.2% from $162M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HBT positions and 6 closed out — a net gain of 6 holders — while 28 added to existing stakes and 40 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $2.34M. The largest seller was BlackRock, cutting an estimated $1.94M.

  • 104 institutional investors held HBT Financial (HBT) as of Q1 2025, up from 98 in Q4 2024.
  • Funds reported $172M of HBT Financial stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 12 funds opened new HBT Financial positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest HBT Financial buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $2.34M added.
  • The largest HBT Financial seller in Q1 2025 was BlackRock, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2025.