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Health Catalyst

165 hedge funds and large institutions have $241M invested in Health Catalyst in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,796% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $108K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

1% less funds holding

Funds holding: 167165 (-2)

9.4% less ownership

Funds ownership: 85.14%75.74% (-9.4%)

36% less capital invested

Capital invested by funds: $376M → $241M (-$135M)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
52
Reduced
55
Closed
28
Calls
$2.05M
Puts
$108K
Net Calls
+$1.94M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$183K +$4.97K +940 +2%
SOW
77
State of Wyoming
Wyoming
$182K +$110K +20,721 +106%
SPA
78
Sherbrooke Park Advisers
New York
$179K +$28.8K +5,439 +16%
CCIA
79
Campbell & Co Investment Adviser
Maryland
$178K -$21.2K -4,012 -9%
PWM
80
Perigon Wealth Management
California
$175K
FHC
81
Forest Hill Capital
Arkansas
$168K +$196K +37,000 New
Squarepoint
82
Squarepoint
New York
$166K +$193K +36,543 New
PA
83
Probity Advisors
Texas
$164K +$29.7K +5,621 +18%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$163K +$13.9K +2,624 +8%
OFW
85
Omnia Family Wealth
Florida
$157K +$183K +34,595 New
CH
86
CVS Health
Rhode Island
$146K
Prudential Financial
87
Prudential Financial
New Jersey
$145K +$169K +31,931 New
AG
88
Algert Global
California
$141K +$165K +31,126 New
Creative Planning
89
Creative Planning
Kansas
$138K +$46.6K +8,811 +41%
BHCM
90
Brevan Howard Capital Management
Jersey
$134K +$86.9K +16,423 +126%
CF
91
Corebridge Financial
Texas
$133K -$2.31K -436 -1%
SC
92
Sepio Capital
Utah
$131K -$5.6K -1,058 -4%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$125K -$5.02K -948 -3%
SGI
94
Summit Global Investments
Utah
$121K +$141K +26,739 New
AF
95
Avanza Fonder
Sweden
$116K
MA
96
MCF Advisors
Kentucky
$113K +$132K +25,000 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100K +$889 +168 +0.8%
OFS
98
OneAscent Financial Services
Alabama
$93K +$36.3K +6,858 +50%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$92.9K -$70.1K -13,255 -39%
MIM
100
MetLife Investment Management
New Jersey
$89K -$81.1K -15,331 -44%

HCAT Hedge Fund Activity: Q1 2025 in Review

165 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2025, worth a combined $241M — down 36% from $376M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HCAT and 27 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 52 added.

The largest buyer was First Light Asset Management, adding an estimated $27.5M. The largest seller was Daventry Group, exiting entirely with an estimated $17.7M sold.

  • 165 institutional investors held Health Catalyst (HCAT) as of Q1 2025, down from 167 in Q4 2024.
  • Funds reported $241M of Health Catalyst stock for Q1 2025, down 36% quarter-over-quarter.
  • 27 funds opened new Health Catalyst positions in Q1 2025 and 28 closed out, a net change of -1 holder.
  • The largest Health Catalyst buyer in Q1 2025 was First Light Asset Management, an estimated $27.5M added.
  • The largest Health Catalyst seller in Q1 2025 was Daventry Group, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2025.