HeartCore Enterprises
HTCR
9 hedge funds and large institutions have $92.7K invested in HeartCore Enterprises in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 6 closing their positions.
0.1% less ownership
Funds ownership: 0.15% → 0.04% (-0.1%)
31% less funds holding
Funds holding: 13 → 9 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
80% less capital invested
Capital invested by funds: $459K → $92.7K (-$366K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.7K |
| 2 |
VF
Virtu Financial
New York
|
+$6.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$77.6K |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$71.1K |
| 3 |
Renaissance Technologies
New York
|
-$57.3K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$47.4K |
| 5 |
CCM
Corsair Capital Management
New York
|
-$21.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
CreativeOne Wealth
Overland Park,
Kansas
| $31.1K | -$71.1K | -6,063 | -66% |
|
|
2
UBS Group
Zurich,
Switzerland
| $15.6K | +$18.7K | +1,593 | New |
|
|
XT
3
XTX Topco
George Town,
Cayman Islands
| $12K | -$387 | -33 | -3% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $12K | -$77.6K | -6,614 | -84% |
|
|
PFG
5
Prosperity Financial Group
San Ramon,
California
| $10.5K | -$14.7K | -1,250 | -54% |
|
6
Geode Capital Management
Boston,
Massachusetts
| $5.96K | – | – | – |
|
|
VF
7
Virtu Financial
New York
| $5K | +$6.46K | +551 | New |
|
|
SS
8
SBI Securities
Tokyo,
Japan
| $253 | -$176 | -15 | -37% |
|
9
Morgan Stanley
New York
| $225 | – | – | – |
|
|
10
Renaissance Technologies
New York
| – | -$57.3K | -3,820 | Closed |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$47.4K | -3,157 | Closed |
|
|
CCM
12
Corsair Capital Management
New York
| – | -$21.9K | -1,459 | Closed |
|
|
HBCM
13
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| – | -$9.04K | -602 | Closed |
|
14
Lazard Asset Management
New York
| – | -$2K | -143 | Closed |
|
15
Osaic Holdings
Scottsdale,
Arizona
| – | -$570 | -38 | Closed |
|
HTCR Hedge Fund Activity: Q2 2025 in Review
9 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in HeartCore Enterprises (HTCR) for Q2 2025, worth a combined $92.7K — down 80% from $459K a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HTCR and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 0 added.
The largest buyer was UBS Group, opening a new position worth an estimated $18.7K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $77.6K.
- 9 institutional investors held HeartCore Enterprises (HTCR) as of Q2 2025, down from 13 in Q1 2025.
- Funds reported $92.7K of HeartCore Enterprises stock for Q2 2025, down 80% quarter-over-quarter.
- 2 funds opened new HeartCore Enterprises positions in Q2 2025 and 6 closed out, a net change of -4 holders.
- The largest HeartCore Enterprises buyer in Q2 2025 was UBS Group, an estimated $18.7K added.
- The largest HeartCore Enterprises seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $77.6K sold.
Based on aggregated 13F filings for Q2 2025.