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HTB

HomeTrust Bancshares

124 hedge funds and large institutions have $390M invested in HomeTrust Bancshares in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

12% more capital invested

Capital invested by funds: $348M → $390M (+$41.2M)

9% more funds holding

Funds holding: 114124 (+10)

1.5% more ownership

Funds ownership: 57.84%59.34% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
44
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$73K +$22.6K +643 +49%
AIP
102
Ameritas Investment Partners
Nebraska
$55.9K
Legal & General Group
103
Legal & General Group
United Kingdom
$54.3K +$6.04K +172 +13%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$50K +$4.53K +129 +11%
ACM
105
Aquatic Capital Management
Illinois
$42.8K +$40.2K +1,145 New
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$40K
Osaic Holdings
107
Osaic Holdings
Arizona
$22.1K -$8.43K -240 -29%
AB
108
Amalgamated Bank
New York
$19K
CA
109
CoreCap Advisors
Michigan
$18.7K -$316 -9 -2%
EWA
110
EverSource Wealth Advisors
Alabama
$15.1K +$13.3K +379 +1,516%
GI
111
GAMMA Investing
California
$7.86K +$5.16K +147 +233%
S
112
SignatureFD
Georgia
$3.4K +$211 +6 +7%
AF
113
Allworth Financial
California
$3.33K +$2.07K +59 +197%
US Bancorp
114
US Bancorp
Minnesota
$2.96K +$2.77K +79 New
CA
115
Clearstead Advisors
Ohio
$2.62K +$2.46K +70 New
LFG
116
Larson Financial Group
Missouri
$1.91K -$1.19K -34 -40%
EP
117
Essential Partners
California
$1.72K +$1.62K +46 New
IA
118
IFP Advisors
Florida
$1.31K +$1.09K +31 New
RIL
119
Rothschild Investment LLC
Illinois
$1.12K
MCM
120
MAI Capital Management
Ohio
$1.08K +$1.02K +29 New
C
121
Covestor
United Kingdom
$1K -$738 -21 -55%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$935 -$35.1K -1,000 -98%
TWD
123
True Wealth Design
Ohio
$113 +$105 +3 New
SG Americas Securities
124
SG Americas Securities
New York
-$425K -12,388 Closed
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
-$254K -7,319 Closed

HTB Hedge Fund Activity: Q2 2025 in Review

124 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HomeTrust Bancshares (HTB) for Q2 2025, worth a combined $390M — up 12% from $348M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTB positions and 7 closed out — a net gain of 11 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Royce & Associates, adding an estimated $3.74M. The largest seller was EJF Capital, cutting an estimated $1.49M.

  • 124 institutional investors held HomeTrust Bancshares (HTB) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $390M of HomeTrust Bancshares stock for Q2 2025, up 12% quarter-over-quarter.
  • 18 funds opened new HomeTrust Bancshares positions in Q2 2025 and 7 closed out, a net change of +11 holders.
  • The largest HomeTrust Bancshares buyer in Q2 2025 was Royce & Associates, an estimated $3.74M added.
  • The largest HomeTrust Bancshares seller in Q2 2025 was EJF Capital, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2025.