Heartbeam
BEAT
35 hedge funds and large institutions have $6.11M invested in Heartbeam in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
6% more funds holding
Funds holding: 33 → 35 (+2)
0% more capital invested
Capital invested by funds: $6.09M → $6.11M (+$17.9K)
0.92% less ownership
Funds ownership: 9.93% → 9.01% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
+$251K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$156K |
| 3 |
Morgan Stanley
New York
|
+$142K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$126K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$91.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$71K |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$27.7K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$11.3K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$8.52K |
| 5 |
BlackRock
New York
|
-$2.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cetera Investment Advisers
Schaumburg,
Illinois
| $20.9K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $20.6K | -$8.52K | -4,000 | -28% |
|
|
BF
28
bLong Financial
Memphis,
Tennessee
| $20.1K | – | – | – |
|
|
TCBWMS
29
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $20.1K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $3.62K | +$64 | +30 | +2% |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $2.51K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $2.01K | – | – | – |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $2.01K | +$2.13K | +1,000 | New |
|
34
Bank of America
Charlotte,
North Carolina
| $380 | +$19 | +9 | +5% |
|
35
JP Morgan Chase
New York
| $88 | -$6 | -3 | -6% |
|
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11.3K | -4,900 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | -$773 | -336 | Closed |
|
BEAT Hedge Fund Activity: Q1 2025 in Review
35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q1 2025, worth a combined $6.11M — up 0.29% from $6.09M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BEAT positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Smith Salley Wealth Management, adding an estimated $251K. The largest seller was Beacon Pointe Advisors, cutting an estimated $71K.
- 35 institutional investors held Heartbeam (BEAT) as of Q1 2025, up from 33 in Q4 2024.
- Funds reported $6.11M of Heartbeam stock for Q1 2025, up 0.29% quarter-over-quarter.
- 4 funds opened new Heartbeam positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Heartbeam buyer in Q1 2025 was Smith Salley Wealth Management, an estimated $251K added.
- The largest Heartbeam seller in Q1 2025 was Beacon Pointe Advisors, an estimated $71K sold.
Based on aggregated 13F filings for Q1 2025.