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HealthStream

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: 201200 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$1.75M +$97.6K +3,552 +6%
BCC
52
Bridge City Capital
Oregon
$1.69M +$25.7K +936 +2%
AIS
53
AM Investment Strategies
Tennessee
$1.63M
Stifel Financial
54
Stifel Financial
Missouri
$1.52M -$44.1K -1,606 -3%
SWGC
55
Summit Wealth Group (Colorado)
Colorado
$1.5M +$445K +16,189 New
N
56
Nuveen
North Carolina
$1.45M
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.4M -$135K -4,903 -9%
Swiss National Bank
58
Swiss National Bank
Switzerland
$1.33M
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$1.26M +$1.23M +44,775 New
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$1.18M
KK
61
KLP Kapitalforvaltning
Norway
$1.14M +$195K +7,100 +21%
AAS
62
Annex Advisory Services
Wisconsin
$1.13M -$185K -6,714 -14%
Lazard Asset Management
63
Lazard Asset Management
New York
$1.11M +$67.3K +2,449 +7%
MAM
64
Martingale Asset Management
Massachusetts
$1.06M -$36.8K -1,340 -3%
Victory Capital Management
65
Victory Capital Management
Texas
$987K -$19.2K -700 -2%
UBS AM
66
UBS AM
Illinois
$986K -$1.11M -40,433 -54%
Barclays
67
Barclays
United Kingdom
$981K -$338K -12,298 -26%
Jane Street
68
Jane Street
New York
$976K -$384K -13,985 -29%
Franklin Resources
69
Franklin Resources
California
$964K -$291K -10,594 -24%
Creative Planning
70
Creative Planning
Kansas
$962K +$590K +21,466 +170%
RP
71
Riverwater Partners
Wisconsin
$958K
Cerity Partners
72
Cerity Partners
New York
$945K +$920K +33,468 New
Russell Investments Group
73
Russell Investments Group
United Kingdom
$896K +$57.8K +2,102 +7%
IIM
74
INTECH Investment Management
Florida
$850K -$1.46M -52,995 -64%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$845K -$6.6K -240 -0.8%

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.