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Heartbeam
BEAT

41 hedge funds and large institutions have $11M invested in Heartbeam in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more capital invested

Capital invested by funds: $5.52M → $11M (+$5.43M)

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

8% more funds holding

Funds holding: 38 → 41 (+3)

3.5% more ownership

Funds ownership: 9.75% → 13.25% (+3.5%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
11
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.38M
2
UBS Group
UBS Group
Switzerland
+$448K
3
RWM
Ritholtz Wealth Management
New York
+$118K
4
State Street
State Street
Massachusetts
+$80.8K
5
IAS
Insigneo Advisory Services
Florida
+$52.6K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$84K
2
Goldman Sachs
Goldman Sachs
New York
-$62.3K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6K
4
XT
XTX Topco
Cayman Islands
-$27.9K
5
LPL Financial
LPL Financial
California
-$26.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$25.5K +$18.2K +10,631 New
CF
27
Clarity Financial
Texas
$25.2K +$18K +10,504 New
TCBWMS
28
Texas Capital Bank Wealth Management Services
Texas
$24K – – –
HWM
29
HB Wealth Management
Georgia
$24K +$17.2K +10,000 New
HI
30
Harbour Investments
Wisconsin
$22.2K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$7K +$5.15K +3,000 New
BTI
32
Blue Trust Inc
Georgia
$4.63K – – –
AWM
33
Abound Wealth Management
Tennessee
$3.84K +$2.74K +1,600 New
LFG
34
Larson Financial Group
Missouri
$3K – – –
NA
35
NewEdge Advisors
Louisiana
$2.4K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$2.4K – – –
Wells Fargo
37
Wells Fargo
California
$2.4K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$1.2K – – –
LGWM
39
Litman Gregory Wealth Management
California
$960 +$686 +400 New
Bank of America
40
Bank of America
North Carolina
$136 +$45 +26 +84%
Citigroup
41
Citigroup
New York
$2 -$6.67K -3,889 -100%
Goldman Sachs
42
Goldman Sachs
New York
– -$62.3K -37,752 Closed
XT
43
XTX Topco
Cayman Islands
– -$27.9K -16,927 Closed
LPL Financial
44
LPL Financial
California
– -$26.4K -16,000 Closed
Bessemer Group
45
Bessemer Group
New Jersey
– -$25K -15,200 Closed
Charles Schwab
46
Charles Schwab
California
– -$24K -14,543 Closed
SW
47
SMART Wealth
Nebraska
– -$19.8K -12,000 Closed
BF
48
bLong Financial
Tennessee
– -$16.5K -10,000 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$2.13K -1,288 Closed
Barclays
50
Barclays
United Kingdom
– -$26 -16 Closed
1
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BEAT Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q4 2025, worth a combined $11M — up 98% from $5.52M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BEAT positions and 9 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38M. The largest seller was Stifel Financial, cutting an estimated $84K.

  • 41 institutional investors held Heartbeam (BEAT) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $11M of Heartbeam stock for Q4 2025, up 98% quarter-over-quarter.
  • 12 funds opened new Heartbeam positions in Q4 2025 and 9 closed out, a net change of +3 holders.
  • The largest Heartbeam buyer in Q4 2025 was BlackRock, an estimated $1.38M added.
  • The largest Heartbeam seller in Q4 2025 was Stifel Financial, an estimated $84K sold.

Based on aggregated 13F filings for Q4 2025.