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Heartbeam

39 hedge funds and large institutions have $4.45M invested in Heartbeam in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M 1,118,392 +295,379 +36%
SSWM
2
Smith Salley Wealth Management
North Carolina
$460K 367,647
Geode Capital Management
3
Geode Capital Management
Massachusetts
$319K 254,866 +7,497 +3%
BPA
4
Beacon Pointe Advisors
California
$309K 247,058 +147,058 +147%
UBS Group
5
UBS Group
Switzerland
$249K 199,267 -3,770 -2%
KPWS
6
Kestra Private Wealth Services
Texas
$178K 142,645
RWM
7
Ritholtz Wealth Management
New York
$174K 139,182
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$174K 139,182
Stifel Financial
9
Stifel Financial
Missouri
$125K 100,000
BlackRock
10
BlackRock
New York
$110K 88,208 +14,399 +20%
State Street
11
State Street
Massachusetts
$98K 78,373
SAMC
12
Spectrum Asset Management (California)
California
$93K 74,400
SPC
13
Sigma Planning Corp
Michigan
$92.3K 73,850 +400 +0.5%
Morgan Stanley
14
Morgan Stanley
New York
$90.9K 72,722
CFS
15
Cannon Financial Strategists
Georgia
$85.9K 68,739 -11,652 -14%
AR
16
Advisory Research
Illinois
$62.5K 50,000
Northern Trust
17
Northern Trust
Illinois
$61.9K 49,515
DOA
18
D'Orazio & Associates
Virginia
$41.2K 32,987
Citadel Advisors
19
Citadel Advisors
Florida
$37K 29,632 +29,632 New
Raymond James Financial
20
Raymond James Financial
Florida
$35.2K 28,178 +14,242 +102%
VF
21
Virtu Financial
New York
$34K 27,345 +27,345 New
Squarepoint
22
Squarepoint
New York
$29.7K 23,798 +23,798 New
Goldman Sachs
23
Goldman Sachs
New York
$28.7K 22,999 +22,999 New
HF
24
HRT Financial
New York
$26K 20,851 +20,851 New
LPL Financial
25
LPL Financial
California
$20K 16,000 -8,132 -34%