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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
XT
201
XTX Topco
Cayman Islands
– -$1.01M -36,436 Closed
JFG
202
Jefferies Financial Group
New York
– -$1M -36,300 Closed
Connor, Clark & Lunn Investment Management (CC&L)
203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$921K -33,289 Closed
NRD
204
Nebula Research & Development
New York
– -$599K -21,659 Closed
Verition Fund Management
205
Verition Fund Management
Connecticut
– -$566K -20,464 Closed
Allianz Asset Management
206
Allianz Asset Management
Germany
– -$405K -14,650 Closed
SFI
207
Susquehanna Fundamental Investments
Pennsylvania
– -$289K -10,462 Closed
MM
208
MQS Management
New York
– -$260K -9,382 Closed
DS
209
DRW Securities
Illinois
– -$226K -8,164 Closed
Vontobel Holding
210
Vontobel Holding
Switzerland
– -$207K -7,471 Closed
MAM
211
Meeder Asset Management
Ohio
– -$99.6K -3,599 Closed
NAAA
212
New Age Alpha Advisors
New York
– -$59.5K -2,152 Closed
Raymond James Financial
213
Raymond James Financial
Florida
– -$19.4K -702 Closed
GWM
214
Geneos Wealth Management
Colorado
– -$8.08K -292 Closed
RWS
215
Retirement Wealth Solutions
Wisconsin
– -$7.75K -280 Closed
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$6.93K -251 Closed
MCM
217
MAI Capital Management
Ohio
– -$5.06K -183 Closed
DWM
218
Dogwood Wealth Management
Kansas
– -$2.61K -95 Closed
HNW
219
High Note Wealth
Minnesota
– -$2.35K -85 Closed
NC
220
NewSquare Capital
Pennsylvania
– -$2.08K -75 Closed
BIG
221
Brooklyn Investment Group
New York
– -$1.94K -70 Closed
WA
222
Whipplewood Advisors
Colorado
– -$1.47K -53 Closed
TPWA
223
Twin Peaks Wealth Advisors
California
– -$1.25K -47 Closed
EP
224
Essential Partners
California
– -$304 -11 Closed
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.