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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
BlackRock
1
BlackRock
New York
$99.9M -$9M -304,420 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.7M +$232K +7,835 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.4M -$883K -29,881 -2%
State Street
4
State Street
Massachusetts
$28.5M -$354K -11,977 -1%
CCM
5
Copeland Capital Management
Pennsylvania
$24.4M +$3.52M +119,260 +16%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.2M +$1.15M +38,868 +5%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$21.1M +$1.09M +37,004 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$18.2M +$3.22M +108,900 +20%
PAIM
9
Punch & Associates Investment Management
Minnesota
$15.1M -$2.01M -67,989 -11%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$11.2M -$189K -6,400 -2%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$10.5M +$6.96M +235,382 +162%
Northern Trust
12
Northern Trust
Illinois
$10.5M -$218K -7,391 -2%
HCA
13
Harbor Capital Advisors
Illinois
$9.49M -$2.41M -81,666 -19%
SIMG
14
Stephens Investment Management Group
Texas
$8.84M +$28.4K +960 +0.3%
Morgan Stanley
15
Morgan Stanley
New York
$7.84M -$411K -13,896 -5%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$7.1M +$1.17M +39,553 +18%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$6.97M +$3.25M +109,883 +77%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$6.95M +$70.5K +2,387 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$6.86M +$5.5M +186,231 +302%
Charles Schwab
20
Charles Schwab
California
$6.14M -$33.5K -1,133 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.84M -$123K -4,164 -2%
PAM
22
Panagora Asset Management
Massachusetts
$5.72M -$33.9K -1,147 -0.6%
SEI Investments
23
SEI Investments
Pennsylvania
$5.63M -$696K -23,542 -10%
Ameriprise
24
Ameriprise
Minnesota
$5.48M +$417K +14,093 +8%
KCM
25
Kennedy Capital Management
Missouri
$5.36M +$413K +13,985 +8%

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.