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Heartbeam
BEAT

40 hedge funds and large institutions have $4.5M invested in Heartbeam in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

14% more funds holding

Funds holding: 35 → 40 (+5)

1.63% more ownership

Funds ownership: 9.01% → 10.64% (+1.6%)

26% less capital invested

Capital invested by funds: $6.11M → $4.5M (-$1.61M)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$491K
2
BPA
Beacon Pointe Advisors
California
+$244K
3
Citadel Advisors
Citadel Advisors
Florida
+$49.2K
4
VF
Virtu Financial
New York
+$45.4K
5
Squarepoint
Squarepoint
New York
+$39.5K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$33.7K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$20.9K
3
CFS
Cannon Financial Strategists
Georgia
-$19.3K
4
NA
NewEdge Advisors
Louisiana
-$16.6K
5
LPL Financial
LPL Financial
California
-$13.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$20K -$13.5K -8,132 -34%
MFG
27
Merit Financial Group
Georgia
$19.1K +$25.4K +15,274 New
Charles Schwab
28
Charles Schwab
California
$18.2K – – –
SW
29
SMART Wealth
Nebraska
$15K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$13.8K – – –
HI
31
Harbour Investments
Wisconsin
$12.8K – – –
BF
32
bLong Financial
Tennessee
$12.5K – – –
TCBWMS
33
Texas Capital Bank Wealth Management Services
Texas
$12.5K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$3.2K +$1.26K +760 +42%
BTI
35
Blue Trust Inc
Georgia
$2.41K +$3.2K +1,928 New
LFG
36
Larson Financial Group
Missouri
$1.56K – – –
NA
37
NewEdge Advisors
Louisiana
$1.25K -$16.6K -10,000 -91%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.25K – – –
Wells Fargo
39
Wells Fargo
California
$1.25K – – –
Bank of America
40
Bank of America
North Carolina
$336 +$133 +80 +42%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
– -$20.9K -10,400 Closed
JP Morgan Chase
42
JP Morgan Chase
New York
– -$88 -44 Closed
1
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BEAT Hedge Fund Activity: Q2 2025 in Review

40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q2 2025, worth a combined $4.5M — down 26% from $6.11M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BEAT positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $491K. The largest seller was Susquehanna International Group, cutting an estimated $33.7K.

  • 40 institutional investors held Heartbeam (BEAT) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $4.5M of Heartbeam stock for Q2 2025, down 26% quarter-over-quarter.
  • 7 funds opened new Heartbeam positions in Q2 2025 and 2 closed out, a net change of +5 holders.
  • The largest Heartbeam buyer in Q2 2025 was Vanguard Group, an estimated $491K added.
  • The largest Heartbeam seller in Q2 2025 was Susquehanna International Group, an estimated $33.7K sold.

Based on aggregated 13F filings for Q2 2025.