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HealthStream

191 hedge funds and large institutions have $488M invested in HealthStream in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0.71% less ownership

Funds ownership: 71.97%71.26% (-0.71%)

5% less funds holding

Funds holding: 200191 (-9)

19% less capital invested

Capital invested by funds: $603M → $488M (-$116M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
191
Holders Change
-9
Holders Change %
-4.5%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
71
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
151
CBIZ Investment Advisory Services
Ohio
$15.2K +$2.01K +80 +14%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$14K +$12.4K +492 +428%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$13.3K
US Bancorp
154
US Bancorp
Minnesota
$12.9K -$2.29K -91 -14%
BCV
155
Banque Cantonale Vaudoise
Switzerland
$12K -$2.72K -108 -17%
CPG
156
Cornerstone Planning Group
New Jersey
$7.02K -$1.16K -46 -12%
C
157
Covestor
United Kingdom
$7K +$75 +3 +1%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$7K +$2.77K +110 +52%
SAM
159
Smartleaf Asset Management
Massachusetts
$5.98K -$7.34K -292 -53%
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$5.16K +$5.28K +210 New
PMFA
161
Plante Moran Financial Advisors
Michigan
$5.08K +$5.53K +220 New
QL
162
Quarry LP
New York
$4.94K +$1.66K +66 +45%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$4.52K +$3.87K +154 +367%
GRP
164
Global Retirement Partners
California
$4.52K +$4.93K +196 New
VCM
165
Versant Capital Management
Arizona
$4.34K -$22.3K -886 -82%
Optiver Holding
166
Optiver Holding
Netherlands
$3.46K +$855 +34 +29%
FHC
167
First Horizon Corporation
Tennessee
$2.86K -$1.03K -41 -25%
SL
168
Salomon & Ludwin
Virginia
$2.56K -$2.54K -101 -48%
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$1.87K +$277 +11 +16%
AF
170
Allworth Financial
California
$1.78K -$1.01K -40 -34%
UB
171
UMB Bank
Missouri
$1.45K +$377 +15 +31%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$1.01K +$126 +5 +13%
LFG
173
Larson Financial Group
Missouri
$946
MA
174
MCF Advisors
Kentucky
$946
PWA
175
Physician Wealth Advisors
Utah
$923 +$1.01K +40 New

HSTM Hedge Fund Activity: Q4 2025 in Review

191 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2025, worth a combined $488M — down 19% from $603M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HSTM and 24 opened new positions — a net loss of 6 holders — while 70 trimmed existing stakes and 71 added.

The largest buyer was Acadian Asset Management, adding an estimated $2.66M. The largest seller was Vanguard Group, cutting an estimated $11.3M.

  • 191 institutional investors held HealthStream (HSTM) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $488M of HealthStream stock for Q4 2025, down 19% quarter-over-quarter.
  • 24 funds opened new HealthStream positions in Q4 2025 and 30 closed out, a net change of -6 holders.
  • The largest HealthStream buyer in Q4 2025 was Acadian Asset Management, an estimated $2.66M added.
  • The largest HealthStream seller in Q4 2025 was Vanguard Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2025.