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Beam Therapeutics

237 hedge funds and large institutions have $1.99B invested in Beam Therapeutics in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 47

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $7.81M

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

3.19% more ownership

Funds ownership: 98.36%101.55% (+3.2%)

3% more funds holding

Funds holding: 231237 (+6)

2% less capital invested

Capital invested by funds: $2.02B → $1.99B (-$34.8M)

Holders
237
Holders Change
+6
Holders Change %
+2.6%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
41
Increased
102
Reduced
47
Closed
32
Calls
$11.8M
Puts
$7.81M
Net Calls
+$4.03M
Net Calls Change
+$918K
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
201
Thurston Springer Miller Herd & Titak
Indiana
$1.89K
DF
202
Dunhill Financial
United Kingdom
$1.45K
KIM
203
Kestra Investment Management
Texas
$1.39K +$1.86K +71 New
Jones Financial Companies
204
Jones Financial Companies
Missouri
$1.33K
PWMG
205
Private Wealth Management Group
New Jersey
$1.27K
MAM
206
Meeder Asset Management
Ohio
$1.25K +$1.68K +64 New
CI
207
Cordant Inc
Oregon
$1.19K +$1.6K +61 New
OP
208
ORG Partners
Indiana
$987 +$1.47K +56 New
CFFP
209
Center for Financial Planning
Michigan
$977
FC
210
Fairscale Capital
New Hampshire
$977
SIS
211
Sound Income Strategies
Florida
$977 +$1.31K +50 New
AA
212
Ancora Advisors
Ohio
$976
BIA
213
Bell Investment Advisors
California
$840
FFA
214
Farther Finance Advisors
California
$811 +$262 +10 +28%
AF
215
Allworth Financial
California
$706 -$812 -31 -47%
QCG
216
Quadrant Capital Group
Ohio
$606
AAP
217
Arax Advisory Partners
Colorado
$586
LFG
218
Larson Financial Group
Missouri
$586
SC
219
Stephens Consulting
Michigan
$586 +$786 +30 New
CA
220
CoreCap Advisors
Michigan
$547 +$210 +8 +40%
PWAM
221
Private Wealth Asset Management
Iowa
$527 +$707 +27 New
CFO
222
CVA Family Office
Colorado
$430
PFBT
223
Parkside Financial Bank & Trust
Missouri
$391 +$524 +20 New
HFS
224
Hughes Financial Services
Virginia
$388 +$576 +22 New
GWP
225
Gen-Wealth Partners
Michigan
$352

BEAM Hedge Fund Activity: Q1 2025 in Review

237 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Beam Therapeutics (BEAM) for Q1 2025, worth a combined $1.99B — down 1.7% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BEAM positions and 32 closed out — a net gain of 9 holders — while 102 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was UBS Group, cutting an estimated $9.37M.

  • 237 institutional investors held Beam Therapeutics (BEAM) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $1.99B of Beam Therapeutics stock for Q1 2025, down 1.7% quarter-over-quarter.
  • 41 funds opened new Beam Therapeutics positions in Q1 2025 and 32 closed out, a net change of +9 holders.
  • The largest Beam Therapeutics buyer in Q1 2025 was Fidelity Investments, an estimated $121M added.
  • The largest Beam Therapeutics seller in Q1 2025 was UBS Group, an estimated $9.37M sold.

Based on aggregated 13F filings for Q1 2025.