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Health Catalyst

144 hedge funds and large institutions have $154M invested in Health Catalyst in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

0.88% less ownership

Funds ownership: 77.81%76.92% (-0.88%)

24% less capital invested

Capital invested by funds: $204M → $154M (-$49.9M)

69% less call options, than puts

Call options by funds: $283K | Put options by funds: $913K

Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$283K
Puts
$913K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
126
Physician Wealth Advisors
Utah
$855
SWM
127
Shelton Wealth Management
Texas
$855
TFA
128
Transamerica Financial Advisors
Florida
$764
FFA
129
Farther Finance Advisors
California
$721
SPIA
130
Steward Partners Investment Advisory
New York
$601
AF
131
Allworth Financial
California
$499
PWMG
132
Private Wealth Management Group
New Jersey
$462
VWA
133
Valued Wealth Advisors
Utah
$365
QCG
134
Quadrant Capital Group
Ohio
$353
Group One Trading
135
Group One Trading
Illinois
$245
S
136
SignatureFD
Georgia
$205
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$165
ME
138
McIlrath & Eck
Washington
$108
LSA
139
Leonteq Securities AG
Switzerland
$66
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$31
RIL
141
Rothschild Investment LLC
Illinois
$23
HNB
142
Huntington National Bank
Ohio
$3
PCM
143
Portolan Capital Management
Massachusetts
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
Massachusetts Financial Services
145
Massachusetts Financial Services
Massachusetts
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
WG
147
Winton Group
United Kingdom
P8IP
148
Pier 88 Investment Partners
California
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
GCP
150
GSA Capital Partners
United Kingdom