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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
KG
176
Kilter Group
New York
$716 +$780 +31 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$646 -$4.55K -181 -87%
RIL
178
Rothschild Investment LLC
Illinois
$646 -$428 -17 -38%
EWA
179
EverSource Wealth Advisors
Alabama
$600 -$8.9K -354 -93%
MB
180
MidFirst Bank
Oklahoma
$554 +$604 +24 New
FFA
181
Farther Finance Advisors
California
$438 +$75 +3 +19%
IAIM
182
International Assets Investment Management
Florida
$392 +$428 +17 New
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$369
PFBT
184
Parkside Financial Bank & Trust
Missouri
$323 -$503 -20 -59%
AssetMark Inc
185
AssetMark Inc
California
$185 +$201 +8 New
GWM
186
Gilpin Wealth Management
Colorado
$116 +$126 +5 New
SS
187
SBI Securities
Japan
$46
HNB
188
Huntington National Bank
Ohio
$23
HFS
189
Hughes Financial Services
Virginia
$23 +$25 +1 New
DF
190
Dunhill Financial
United Kingdom
$14 +$25 +1 New
TM
191
Torren Management
California
$3
CFB
192
Cullen/Frost Bankers
Texas
$1
Assenagon Asset Management
193
Assenagon Asset Management
Luxembourg
-$1.26M -44,775 Closed
AAS
194
Annex Advisory Services
Wisconsin
-$1.13M -40,105 Closed
RP
195
Riverwater Partners
Wisconsin
-$958K -33,921 Closed
HI
196
Horizon Investments
North Carolina
-$572K -20,266 Closed
GCP
197
GSA Capital Partners
United Kingdom
-$505K -17,887 Closed
SWGC
198
Summit Wealth Group (Colorado)
Colorado
-$1.5M -16,189 Closed
LCM
199
Legato Capital Management
California
-$387K -13,703 Closed
IQI
200
Integrated Quantitative Investments
Washington
-$288K -10,200 Closed

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.