We are live on ! Find out more
HSTM icon

HealthStream

197 hedge funds and large institutions have $445M invested in HealthStream in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 46

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

3% more funds holding

Funds holding: 191197 (+6)

1.21% more ownership

Funds ownership: 71.26%72.47% (+1.2%)

9% less capital invested

Capital invested by funds: $488M → $445M (-$42.2M)

Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
82
Reduced
46
Closed
31
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$16.1K -$2.88K -135 -15%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$14.5K +$1.96K +92 +15%
CPG
153
Cornerstone Planning Group
New Jersey
$14.3K +$5.6K +263 +81%
TPWA
154
Twin Peaks Wealth Advisors
California
$12.7K +$13.1K +613 New
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$12K +$64 +3 +0.5%
SL
156
Salomon & Ludwin
Virginia
$11.3K +$9.43K +443 +399%
HFS
157
Hantz Financial Services
Michigan
$11K -$17K -800 -60%
SCM
158
Sterling Capital Management
North Carolina
$10.8K -$7.16K -336 -39%
W
159
WealthCollab
Washington
$9.05K +$9.3K +437 New
C
160
Covestor
United Kingdom
$8K +$703 +33 +10%
UB
161
UMB Bank
Missouri
$5.38K +$4.2K +197 +313%
S
162
SignatureFD
Georgia
$5.09K -$20.4K -959 -80%
PA
163
Parallel Advisors
California
$4.64K -$10.1K -472 -68%
ACM
164
Aster Capital Management
United Arab Emirates
$4.47K +$2.96K +139 New
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$4.35K
EWA
166
EverSource Wealth Advisors
Alabama
$3.5K +$3.04K +143 +550%
OCWP
167
Owl Creek Wealth Partners
Colorado
$3.31K +$3.41K +160 New
FFA
168
Farther Finance Advisors
California
$3.14K +$2.88K +135 +711%
HCA
169
Harbor Capital Advisors
Illinois
$3K -$1.72M -80,594 -100%
Pacer Advisors
170
Pacer Advisors
Pennsylvania
$3K +$1.02K +48 +59%
BFS
171
Bare Financial Services
Pennsylvania
$2.51K +$2.58K +121 New
RIL
172
Rothschild Investment LLC
Illinois
$2.42K +$1.9K +89 +318%
FHC
173
First Horizon Corporation
Tennessee
$2.28K -$298 -14 -11%
JWM
174
JPL Wealth Management
Colorado
$2.09K +$2.15K +101 New
AF
175
Allworth Financial
California
$1.99K +$405 +19 +25%