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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
US Bancorp
176
US Bancorp
Minnesota
$1.88K -$9.94K -467 -84%
WA
177
WPG Advisers
Maryland
$1.76K +$1.81K +85 New
Optiver Holding
178
Optiver Holding
Netherlands
$1.74K -$1.41K -66 -44%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$1.53K +$1.28K +60 +429%
KG
180
Kilter Group
New York
$1.24K +$618 +29 +94%
WA
181
Whipplewood Advisors
Colorado
$1.1K +$1.13K +53 New
MA
182
MCF Advisors
Kentucky
$850
LFG
183
Larson Financial Group
Missouri
$849
KFAS
184
Keating Financial Advisory Services
Kansas
$704 +$724 +34 New
RFP
185
Root Financial Partners
California
$683 +$703 +33 New
AW
186
Ankerstar Wealth
Texas
$601 +$618 +29 New
SAM
187
Smartleaf Asset Management
Massachusetts
$527 -$4.94K -232 -90%
MB
188
MidFirst Bank
Oklahoma
$497
WPA
189
Wealth Preservation Advisors
Tennessee
$476 +$490 +23 New
GIA
190
GHP Investment Advisors
Colorado
$373 +$383 +18 New
IAIM
191
International Assets Investment Management
Florida
$347
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$331
GWM
193
Gilpin Wealth Management
Colorado
$249 +$149 +7 +140%
CIAM
194
Caitong International Asset Management
Hong Kong
$228 +$234 +11 New
SIC
195
SJS Investment Consulting
Ohio
$83 +$85 +4 New
SS
196
SBI Securities
Japan
$41
HNB
197
Huntington National Bank
Ohio
$21
CFB
198
Cullen/Frost Bankers
Texas
$1
PAIM
199
Punch & Associates Investment Management
Minnesota
-$10.4M -451,794 Closed
SIMG
200
Stephens Investment Management Group
Texas
-$7.27M -315,291 Closed