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HealthStream

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: 211201 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$45.7K -$25.7K -870 -35%
HI
152
Harbour Investments
Wisconsin
$44.1K +$1.77K +60 +4%
S
153
SignatureFD
Georgia
$40.9K -$1.06K -36 -2%
DAM
154
Delta Asset Management
Tennessee
$38.7K
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$38K
VCM
156
Versant Capital Management
Arizona
$37.4K +$36.1K +1,222 +947%
GI
157
GAMMA Investing
California
$34.3K -$24.9K -843 -40%
Osaic Holdings
158
Osaic Holdings
Arizona
$27.2K +$7.45K +252 +35%
FHA
159
First Horizon Advisors
Tennessee
$23.2K -$6.47K -219 -21%
AAP
160
Arax Advisory Partners
Colorado
$21.3K +$11.2K +378 +97%
Raymond James Financial
161
Raymond James Financial
Florida
$19.4K +$20.7K +702 New
BCV
162
Banque Cantonale Vaudoise
Switzerland
$17K -$2.45K -83 -12%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$16.1K
CIAS
164
CBIZ Investment Advisory Services
Ohio
$16.1K +$3.37K +114 +24%
QL
165
Quarry LP
New York
$13.1K +$14K +475 New
PFBT
166
Parkside Financial Bank & Trust
Missouri
$11.1K +$11K +371 +1,279%
DB
167
Danske Bank
Denmark
$11.1K
BI
168
Binnacle Investments
Iowa
$9.77K +$5.62K +190 +117%
EWA
169
EverSource Wealth Advisors
Alabama
$9.63K +$8.72K +295 +557%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$9.3K +$4.32K +146 +77%
C
171
Covestor
United Kingdom
$9K -$1.66K -56 -14%
GWM
172
Geneos Wealth Management
Colorado
$8.08K -$14.8K -501 -63%
RWS
173
Retirement Wealth Solutions
Wisconsin
$7.75K +$1.24K +42 +18%
SAM
174
Smartleaf Asset Management
Massachusetts
$7.69K
BCMLT
175
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.93K +$30 +1 +0.4%

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.