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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
BlackRock
1
BlackRock
New York
$83.8M +$825K +32,816 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.5M -$11.3M -448,181 -15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31.6M -$1.06M -42,067 -3%
State Street
4
State Street
Massachusetts
$22.6M -$70.4K -2,798 -0.3%
CCM
5
Copeland Capital Management
Pennsylvania
$20.5M +$1.29M +51,470 +6%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$19.5M +$2.66M +105,630 +14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$17.5M -$309K -12,275 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$11M -$4.32M -171,732 -27%
JP Morgan Chase
9
JP Morgan Chase
New York
$10.4M +$505K +20,075 +5%
PAIM
10
Punch & Associates Investment Management
Minnesota
$10.4M -$14.8K -590 -0.1%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$9.54M +$108K +4,300 +1%
Northern Trust
12
Northern Trust
Illinois
$8.07M -$403K -16,033 -4%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$7.86M -$288K -11,440 -3%
SIMG
14
Stephens Investment Management Group
Texas
$7.27M -$28.9K -1,149 -0.4%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$7.2M +$1.53M +60,852 +24%
Morgan Stanley
16
Morgan Stanley
New York
$5.86M +$231K +9,203 +4%
Charles Schwab
17
Charles Schwab
California
$5.55M +$215K +8,555 +4%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$5.42M +$1.55M +61,600 +36%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.29M +$482K +19,159 +9%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$5.15M -$1.3M -51,511 -19%
Teacher Retirement System of Texas
21
Teacher Retirement System of Texas
Texas
$5.13M +$872K +34,669 +18%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.07M +$1.44M +57,128 +35%
PAM
23
Panagora Asset Management
Massachusetts
$4.93M +$172K +6,846 +3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4.73M +$819K +32,571 +19%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$4.71M -$150K -5,965 -3%

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.