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HeartCore Enterprises

13 hedge funds and large institutions have $459K invested in HeartCore Enterprises in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

8% more funds holding

Funds holding: 1213 (+1)

0% less ownership

Funds ownership: 0.15%0.15% (-0%)

59% less capital invested

Capital invested by funds: $1.11M → $459K (-$654K)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$139K +$196K +7,092 +331%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$118K +$217K +7,859 New
Renaissance Technologies
3
Renaissance Technologies
New York
$57.3K -$35.1K -1,270 -25%
Citadel Advisors
4
Citadel Advisors
Florida
$47.4K +$23.7K +859 +37%
PFG
5
Prosperity Financial Group
California
$34.9K -$58.6K -2,125 -48%
CCM
6
Corsair Capital Management
New York
$21.9K -$324K -11,732 -89%
XT
7
XTX Topco
Cayman Islands
$18.9K +$34.7K +1,259 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.12K
HBCM
9
Heron Bay Capital Management
Michigan
$9.04K -$994 -36 -6%
Lazard Asset Management
10
Lazard Asset Management
New York
$2K +$2.81K +102 +249%
SS
11
SBI Securities
Japan
$617 +$552 +20 +95%
Osaic Holdings
12
Osaic Holdings
Arizona
$570 +$359 +13 +52%
Morgan Stanley
13
Morgan Stanley
New York
$345 +$635 +23 New
Two Sigma Investments
14
Two Sigma Investments
New York
-$57.3K -1,579 Closed
TSS
15
Two Sigma Securities
New York
-$20.8K -573 Closed

HTCR Hedge Fund Activity: Q1 2025 in Review

13 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in HeartCore Enterprises (HTCR) for Q1 2025, worth a combined $459K — down 59% from $1.11M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HTCR positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $217K. The largest seller was Corsair Capital Management, cutting an estimated $324K.

  • 13 institutional investors held HeartCore Enterprises (HTCR) as of Q1 2025, up from 12 in Q4 2024.
  • Funds reported $459K of HeartCore Enterprises stock for Q1 2025, down 59% quarter-over-quarter.
  • 3 funds opened new HeartCore Enterprises positions in Q1 2025 and 2 closed out, a net change of +1 holder.
  • The largest HeartCore Enterprises buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $217K added.
  • The largest HeartCore Enterprises seller in Q1 2025 was Corsair Capital Management, an estimated $324K sold.

Based on aggregated 13F filings for Q1 2025.