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HealthStream

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: 201200 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M -$343K -12,467 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.3M -$2.09M -75,887 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.8M -$383K -13,928 -1%
State Street
4
State Street
Massachusetts
$27.8M -$1.3M -47,115 -5%
CCM
5
Copeland Capital Management
Pennsylvania
$23.6M -$1.29M -46,867 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.8M +$112K +4,085 +0.5%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$20.9M -$563K -20,469 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$18.3M -$267K -9,700 -1%
PAIM
9
Punch & Associates Investment Management
Minnesota
$12.8M -$2.57M -93,598 -17%
JP Morgan Chase
10
JP Morgan Chase
New York
$12.2M +$5.08M +184,917 +75%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$11.6M +$79.7K +2,900 +0.7%
Northern Trust
12
Northern Trust
Illinois
$10.3M -$353K -12,850 -3%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$9.94M -$788K -28,653 -8%
SIMG
14
Stephens Investment Management Group
Texas
$8.94M -$78.6K -2,861 -0.9%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$7.75M +$621K +22,595 +9%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$7.1M
Morgan Stanley
17
Morgan Stanley
New York
$6.91M -$1.07M -38,746 -14%
Charles Schwab
18
Charles Schwab
California
$6.56M +$281K +10,233 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.93M -$23.6K -857 -0.4%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$5.93M -$1.28M -46,391 -18%
PAM
21
Panagora Asset Management
Massachusetts
$5.84M +$6.35K +231 +0.1%
KCM
22
Kennedy Capital Management
Missouri
$5.45M -$18.6K -675 -0.3%
HIM
23
Herald Investment Management
United Kingdom
$5.37M
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$5.31M +$51.3K +1,867 +1%
SEI Investments
25
SEI Investments
Pennsylvania
$5.29M -$447K -16,268 -8%

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.