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Home BancShares

333 hedge funds and large institutions have $3.99B invested in Home BancShares in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

2% more funds holding

Funds holding: 328333 (+5)

1% more capital invested

Capital invested by funds: $3.95B → $3.99B (+$44.3M)

0.93% more ownership

Funds ownership: 70.19%71.11% (+0.93%)

13% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 125

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $1.1M

Holders
333
Holders Change
+5
Holders Change %
+1.52%
% of All Funds
4.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
41
Increased
109
Reduced
125
Closed
33
Calls
$2K
Puts
$1.1M
Net Calls
-$1.1M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$677M -$5.13M -175,312 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$566M -$7.48M -255,763 -1%
State Street
3
State Street
Massachusetts
$254M -$15.5M -529,407 -6%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$238M +$5.75M +196,563 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$179M -$13.5M -463,137 -7%
Capital Research Global Investors
6
Capital Research Global Investors
California
$151M +$156M +5,325,165 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$129M +$3.76M +128,524 +3%
American Century Companies
8
American Century Companies
Missouri
$120M -$1.59M -54,532 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$103M -$1.18M -40,465 -1%
CCM
10
Copeland Capital Management
Pennsylvania
$89.8M -$2.48M -84,948 -3%
Northern Trust
11
Northern Trust
Illinois
$84.3M -$674K -23,035 -0.8%
ESBC
12
E.S. Barr & Co
Kentucky
$67.2M -$677K -23,169 -1%
Charles Schwab
13
Charles Schwab
California
$63.4M +$2.21M +75,463 +3%
Norges Bank
14
Norges Bank
Norway
$61.9M +$1.88M +64,255 +3%
Fisher Asset Management
15
Fisher Asset Management
Washington
$60.1M +$1.03M +35,326 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$49.8M +$10.2M +348,793 +25%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$49.3M -$1.56M -53,464 -3%
First Trust Advisors
18
First Trust Advisors
Illinois
$44.5M +$36.8M +1,259,346 +398%
Goldman Sachs
19
Goldman Sachs
New York
$41.9M -$39.7M -1,358,639 -48%
N
20
Nuveen
North Carolina
$41.4M -$724K -24,766 -2%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$34.6M -$105K -3,599 -0.3%
UBS Group
22
UBS Group
Switzerland
$34M -$1.82M -62,265 -5%
KCM
23
Kennedy Capital Management
Missouri
$32.4M +$2.5M +85,406 +8%
RA
24
Royce & Associates
New York
$31.8M +$153K +5,239 +0.5%
Morgan Stanley
25
Morgan Stanley
New York
$30.6M -$4.37M -149,286 -12%

HOMB Hedge Fund Activity: Q1 2025 in Review

333 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Home BancShares (HOMB) for Q1 2025, worth a combined $3.99B — up 1.1% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HOMB positions and 33 closed out — a net gain of 8 holders — while 109 added to existing stakes and 125 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $156M. The largest seller was Goldman Sachs, cutting an estimated $39.7M.

  • 333 institutional investors held Home BancShares (HOMB) as of Q1 2025, up from 328 in Q4 2024.
  • Funds reported $3.99B of Home BancShares stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 41 funds opened new Home BancShares positions in Q1 2025 and 33 closed out, a net change of +8 holders.
  • The largest Home BancShares buyer in Q1 2025 was Capital Research Global Investors, an estimated $156M added.
  • The largest Home BancShares seller in Q1 2025 was Goldman Sachs, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2025.