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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
TRCT
151
Tower Research Capital (TRC)
New York
$30.7K -$36.3K -1,319 -55%
VCM
152
Versant Capital Management
Arizona
$30.3K -$7.61K -277 -21%
AAP
153
Arax Advisory Partners
Colorado
$29.7K +$7.83K +285 +37%
Osaic Holdings
154
Osaic Holdings
Arizona
$26.8K -$440 -16 -2%
PA
155
Parallel Advisors
California
$23.6K -$22.4K -815 -49%
US Bancorp
156
US Bancorp
Minnesota
$18.3K -$287K -10,433 -94%
BCV
157
Banque Cantonale Vaudoise
Switzerland
$18K
BI
158
Binnacle Investments
Iowa
$16.6K +$6.43K +234 +66%
CIAS
159
CBIZ Investment Advisory Services
Ohio
$16.4K -$27 -1 -0.2%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$16.3K -$137 -5 -0.9%
SAM
161
Smartleaf Asset Management
Massachusetts
$15.9K +$7.42K +270 +97%
QCG
162
Quadrant Capital Group
Ohio
$15.9K +$15.4K +562 New
DB
163
Danske Bank
Denmark
$11.3K
EWA
164
EverSource Wealth Advisors
Alabama
$10.7K +$880 +32 +9%
ASN
165
Advisory Services Network
Georgia
$10.1K +$9.87K +359 New
ACM
166
Aster Capital Management
United Arab Emirates
$10.1K +$6.41K +233 +186%
CPG
167
Cornerstone Planning Group
New Jersey
$9.06K +$10.1K +369 New
C
168
Covestor
United Kingdom
$9K -$687 -25 -7%
BNP Paribas Asset Management
169
BNP Paribas Asset Management
France
$6K +$962 +35 +20%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$5.9K -$3.49K -127 -38%
SL
171
Salomon & Ludwin
Virginia
$5.8K +$5.83K +212 New
GWSG
172
GPS Wealth Strategies Group
Colorado
$5.65K
PS
173
Principal Securities
Iowa
$4.66K -$495 -18 -10%
FHC
174
First Horizon Corporation
Tennessee
$4.66K +$4.54K +165 New
QL
175
Quarry LP
New York
$4.18K -$8.99K -327 -69%

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.