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Heartbeam
BEAT

38 hedge funds and large institutions have $5.52M invested in Heartbeam in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.5M → $5.52M (+$1.03M)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.88% less ownership

Funds ownership: 10.64% → 9.75% (-0.88%)

5% less funds holding

Funds holding: 40 → 38 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$77K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$49.8K
3
KPWS
Kestra Private Wealth Services
Texas
+$42.9K
4
XT
XTX Topco
Cayman Islands
+$21.8K
5
Bessemer Group
Bessemer Group
New Jersey
+$19.5K

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$309K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$48.1K
3
SPC
Sigma Planning Corp
Michigan
-$40.4K
4
Citadel Advisors
Citadel Advisors
Florida
-$37K
5
VF
Virtu Financial
New York
-$34K
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
26
bLong Financial
Tennessee
$16.5K – – –
TCBWMS
27
Texas Capital Bank Wealth Management Services
Texas
$16.5K – – –
HI
28
Harbour Investments
Wisconsin
$15.3K -$1.29K -1,000 -10%
Citigroup
29
Citigroup
New York
$6.42K +$5K +3,890 New
BTI
30
Blue Trust Inc
Georgia
$3.18K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$2.13K -$1.64K -1,272 -50%
LFG
32
Larson Financial Group
Missouri
$2.06K – – –
NA
33
NewEdge Advisors
Louisiana
$1.65K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$1.65K – – –
Wells Fargo
35
Wells Fargo
California
$1.65K – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$825 +$643 +500 New
Bank of America
37
Bank of America
North Carolina
$52 -$306 -238 -88%
Barclays
38
Barclays
United Kingdom
$26 +$21 +16 New
BPA
39
Beacon Pointe Advisors
California
– -$309K -247,058 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$48.1K -38,472 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$37K -29,632 Closed
VF
42
Virtu Financial
New York
– -$34K -27,345 Closed
Squarepoint
43
Squarepoint
New York
– -$29.7K -23,798 Closed
HF
44
HRT Financial
New York
– -$26K -20,851 Closed
MFG
45
Merit Financial Group
Georgia
– -$19.1K -15,274 Closed
1
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BEAT Hedge Fund Activity: Q3 2025 in Review

38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q3 2025, worth a combined $5.52M — up 23% from $4.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BEAT and 5 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Raymond James Financial, adding an estimated $77K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $309K sold.

  • 38 institutional investors held Heartbeam (BEAT) as of Q3 2025, down from 40 in Q2 2025.
  • Funds reported $5.52M of Heartbeam stock for Q3 2025, up 23% quarter-over-quarter.
  • 5 funds opened new Heartbeam positions in Q3 2025 and 7 closed out, a net change of -2 holders.
  • The largest Heartbeam buyer in Q3 2025 was Raymond James Financial, an estimated $77K added.
  • The largest Heartbeam seller in Q3 2025 was Beacon Pointe Advisors, an estimated $309K sold.

Based on aggregated 13F filings for Q3 2025.