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HealthStream
HSTM

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: 201 → 200 (-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
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$5.08M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.59M
3
N
Numerai
California
+$1.86M
4
Goldman Sachs
Goldman Sachs
New York
+$1.29M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.23M

Top Sellers

1
HCA
Harbor Capital Advisors
Illinois
-$7.05M
2
Millennium Management
Millennium Management
New York
-$3.99M
3
Ameriprise
Ameriprise
Minnesota
-$2.67M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$2.57M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Allworth Financial
California
$3.31K +$1.32K +48 +70%
Optiver Holding
177
Optiver Holding
Netherlands
$3.28K +$3.19K +116 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$3.25K +$1.54K +56 +95%
BBHC
179
Brown Brothers Harriman & Co
New York
$3.25K +$3.16K +115 New
WANY
180
Wealthspire Advisors (New York)
New York
$2.06K +$2.01K +73 New
HFS
181
Hantz Financial Services
Michigan
$2K -$82 -3 -5%
Pacer Advisors
182
Pacer Advisors
Pennsylvania
$1.98K -$124K -4,504 -98%
UB
183
UMB Bank
Missouri
$1.36K -$55 -2 -4%
RIL
184
Rothschild Investment LLC
Illinois
$1.27K – – –
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$1.19K +$1.15K +42 New
LFG
186
Larson Financial Group
Missouri
$1.16K -$55 -2 -5%
MA
187
MCF Advisors
Kentucky
$1.16K – – –
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.1K +$1.07K +39 New
PFBT
189
Parkside Financial Bank & Trust
Missouri
$961 -$10.1K -366 -92%
HCM
190
Hollencrest Capital Management
California
$678 – – –
FC
191
Financial Consulate
Maryland
$509 +$495 +18 New
BFS
192
Bare Financial Services
Pennsylvania
$508 +$495 +18 New
FFA
193
Farther Finance Advisors
California
$452 -$3.41K -124 -89%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$452 – – –
SPIA
195
Steward Partners Investment Advisory
New York
$282 – – –
CIAM
196
Caitong International Asset Management
Hong Kong
$198 +$192 +7 New
TFM
197
TFC Financial Management
Massachusetts
$142 +$137 +5 New
SS
198
SBI Securities
Japan
$56 – – –
HNB
199
Huntington National Bank
Ohio
$28 – – –
CFB
200
Cullen/Frost Bankers
Texas
$1 – – –
5 6 7
8
9

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.