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HealthStream
HSTM

200 hedge funds and large institutions have $603M invested in HealthStream in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.39% less ownership

Funds ownership: 72.35% → 71.97% (-0.39%)

0% less funds holding

Funds holding: 201 → 200 (-1)

1% less capital invested

Capital invested by funds: $611M → $603M (-$7.65M)

42% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 86

Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
50
Reduced
86
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$5.08M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.59M
3
N
Numerai
California
+$1.86M
4
Goldman Sachs
Goldman Sachs
New York
+$1.29M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.23M

Top Sellers

1
HCA
Harbor Capital Advisors
Illinois
-$7.05M
2
Millennium Management
Millennium Management
New York
-$3.99M
3
Ameriprise
Ameriprise
Minnesota
-$2.67M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$2.57M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$4.89M +$2.59M +94,400 +120%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$4.87M +$433K +15,744 +10%
Two Sigma Investments
28
Two Sigma Investments
New York
$4.59M +$300K +10,924 +7%
Bank of America
29
Bank of America
North Carolina
$4.58M +$571K +20,766 +15%
Invesco
30
Invesco
Georgia
$4.25M -$792K -28,819 -16%
Citadel Advisors
31
Citadel Advisors
Florida
$4M -$207K -7,516 -5%
Principal Financial Group
32
Principal Financial Group
Iowa
$3.78M +$134K +4,875 +4%
Goldman Sachs
33
Goldman Sachs
New York
$3.69M +$1.29M +46,857 +56%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.48M -$190K -6,894 -5%
UBS Group
35
UBS Group
Switzerland
$3.08M -$41.4K -1,505 -1%
BCM
36
Bridgeway Capital Management
Texas
$2.94M – – –
Ameriprise
37
Ameriprise
Minnesota
$2.85M -$2.67M -96,981 -49%
CIS
38
Connors Investor Services
Pennsylvania
$2.83M -$99.6K -3,624 -3%
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$2.65M -$280K -10,177 -10%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.61M -$317K -11,517 -11%
TI
41
Trexquant Investment
Connecticut
$2.46M +$756K +27,505 +46%
HCA
42
Harbor Capital Advisors
Illinois
$2.45M -$7.05M -256,522 -75%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.34M -$385 -14 -0%
GC
44
Globeflex Capital
California
$2.06M – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.94M -$29.1K -1,058 -2%
N
46
Numerai
California
$1.91M +$1.86M +67,687 New
Legal & General Group
47
Legal & General Group
United Kingdom
$1.91M -$36K -1,311 -2%
CI
48
Cambiar Investors
Colorado
$1.9M – – –
HA
49
Heartland Advisors
Wisconsin
$1.81M -$19.5K -709 -1%
KCM
50
Kornitzer Capital Management
Kansas
$1.78M – – –
1
2
3 4 5

HSTM Hedge Fund Activity: Q3 2025 in Review

200 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2025, worth a combined $603M — down 1.3% from $611M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HSTM positions and 24 closed out — a net gain of 1 holder — while 50 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.08M. The largest seller was Harbor Capital Advisors, cutting an estimated $7.05M.

  • 200 institutional investors held HealthStream (HSTM) as of Q3 2025, down from 201 in Q2 2025.
  • Funds reported $603M of HealthStream stock for Q3 2025, down 1.3% quarter-over-quarter.
  • 25 funds opened new HealthStream positions in Q3 2025 and 24 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q3 2025 was JP Morgan Chase, an estimated $5.08M added.
  • The largest HealthStream seller in Q3 2025 was Harbor Capital Advisors, an estimated $7.05M sold.

Based on aggregated 13F filings for Q3 2025.