We are live on ! Find out more
HSTM icon

HealthStream
HSTM

201 hedge funds and large institutions have $611M invested in HealthStream in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 68

1.19% less ownership

Funds ownership: 73.54% → 72.35% (-1.2%)

5% less funds holding

Funds holding: 211 → 201 (-10)

15% less capital invested

Capital invested by funds: $720M → $611M (-$109M)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

Holders
201
Holders Change
-10
Holders Change %
-4.74%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
79
Reduced
68
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$6.96M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.17M
4
CCM
Copeland Capital Management
Pennsylvania
+$3.52M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9M
2
Cerity Partners
Cerity Partners
New York
-$8.46M
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$5.2M
4
HA
Heartland Advisors
Wisconsin
-$5.05M
5
HCA
Harbor Capital Advisors
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
126
Woodmont Investment Counsel
Tennessee
$239K – – –
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$239K +$255K +8,620 New
Bessemer Group
128
Bessemer Group
New Jersey
$233K +$44.2K +1,495 +22%
DS
129
DRW Securities
Illinois
$226K +$241K +8,164 New
QCM
130
Quantinno Capital Management
New York
$213K +$228K +7,705 New
A
131
AlphaQuest
New York
$210K -$215K -7,263 -49%
Vontobel Holding
132
Vontobel Holding
Switzerland
$207K +$6.44K +218 +3%
AB
133
Amalgamated Bank
New York
$192K +$5.5K +186 +3%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$177K +$147K +4,958 +342%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$175K – – –
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$165K -$145K -4,900 -45%
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$162K +$22.4K +758 +15%
SAM
138
Shell Asset Management
Netherlands
$153K -$34.9K -1,181 -18%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$152K +$2.96K +100 +2%
VEA
140
Virtus ETF Advisers
New York
$139K – – –
Pacer Advisors
141
Pacer Advisors
Pennsylvania
$127K +$135K +4,574 New
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$113K +$9.46K +320 +8%
SOW
143
State of Wyoming
Wyoming
$106K +$113K +3,822 New
MAM
144
Meeder Asset Management
Ohio
$99.6K – – –
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$71.9K -$462K -15,644 -86%
AIP
146
Ameritas Investment Partners
Nebraska
$66.6K – – –
TRCT
147
Tower Research Capital (TRC)
New York
$66.6K +$50.3K +1,702 +241%
NAAA
148
New Age Alpha Advisors
New York
$59.5K +$63.6K +2,152 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$59K -$78.1K -2,641 -55%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$52.7K -$21.3K -719 -27%
4 5
6
7 8

HSTM Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2025, worth a combined $611M — down 15% from $720M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of HSTM and 23 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 79 added.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $6.96M. The largest seller was BlackRock, cutting an estimated $9M.

  • 201 institutional investors held HealthStream (HSTM) as of Q2 2025, down from 211 in Q1 2025.
  • Funds reported $611M of HealthStream stock for Q2 2025, down 15% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q2 2025 and 32 closed out, a net change of -9 holders.
  • The largest HealthStream buyer in Q2 2025 was Robeco Institutional Asset Management, an estimated $6.96M added.
  • The largest HealthStream seller in Q2 2025 was BlackRock, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2025.