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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
IA
176
IFP Advisors
Florida
$5.54K -$148 -5 Closed
GWSG
177
GPS Wealth Strategies Group
Colorado
$5.53K +$5.91K +200 New
PS
178
Principal Securities
Iowa
$5.06K +$3.61K +122 +200%
MCM
179
MAI Capital Management
Ohio
$5.06K +$5.41K +183 New
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$5K +$5.26K +178 New
FFA
181
Farther Finance Advisors
California
$3.87K
ACM
182
Aster Capital Management
United Arab Emirates
$3.46K +$3.69K +125 New
DWM
183
Dogwood Wealth Management
Kansas
$2.61K +$2.81K +95 New
HNW
184
High Note Wealth
Minnesota
$2.35K +$2.51K +85 New
NC
185
NewSquare Capital
Pennsylvania
$2.08K -$2.9K -98 -57%
HFS
186
Hantz Financial Services
Michigan
$2K +$1.92K +65 New
BIG
187
Brooklyn Investment Group
New York
$1.94K +$1.66K +56 +400%
AF
188
Allworth Financial
California
$1.91K -$916 -31 -31%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$1.63K -$1.24K -42 -42%
WA
190
Whipplewood Advisors
Colorado
$1.47K -$1.39K -47 -47%
UB
191
UMB Bank
Missouri
$1.38K -$2.07K -70 -58%
TPWA
192
Twin Peaks Wealth Advisors
California
$1.25K +$1.39K +47 New
RIL
193
Rothschild Investment LLC
Illinois
$1.25K -$148 -5 -10%
LFG
194
Larson Financial Group
Missouri
$1.19K +$562 +19 +79%
MA
195
MCF Advisors
Kentucky
$1.14K
HCM
196
Hollencrest Capital Management
California
$664
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$443
EP
198
Essential Partners
California
$304 +$325 +11 New
SPIA
199
Steward Partners Investment Advisory
New York
$277
SS
200
SBI Securities
Japan
$55

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.