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Heartbeam
BEAT

38 hedge funds and large institutions have $6.28M invested in Heartbeam in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.73% less ownership

Funds ownership: 13.25% → 12.52% (-0.73%)

7% less funds holding

Funds holding: 41 → 38 (-3)

43% less capital invested

Capital invested by funds: $11M → $6.28M (-$4.67M)

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
3
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$395K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$114K
3
SPC
Sigma Planning Corp
Michigan
+$113K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$110K
5
CC
Centiva Capital
New York
+$55.4K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$189K
2
IAS
Insigneo Advisory Services
Florida
-$73.5K
3
VF
Virtu Financial
New York
-$70K
4
Jane Street
Jane Street
New York
-$54.8K
5
BRWA
B. Riley Wealth Advisors
Florida
-$36K
Name Holding Trade Value Shares
Change 		Change in
Stake
XT
26
XTX Topco
Cayman Islands
$14.5K +$19K +11,916 New
CBU
27
CIBC Bancorp USA
Illinois
$13K +$17K +10,631 New
HWM
28
HB Wealth Management
Georgia
$12.2K – – –
HI
29
Harbour Investments
Wisconsin
$11.3K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$8.98K +$11.7K +7,359 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4K – – –
GIA
32
GHP Investment Advisors
Colorado
$3.05K +$3.99K +2,500 New
BTI
33
Blue Trust Inc
Georgia
$2.35K – – –
LFG
34
Larson Financial Group
Missouri
$1.52K – – –
NA
35
NewEdge Advisors
Louisiana
$1.22K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$1.22K – – –
Wells Fargo
37
Wells Fargo
California
$1.22K – – –
Citigroup
38
Citigroup
New York
$283 +$369 +231 +23,100%
IAS
39
Insigneo Advisory Services
Florida
– -$73.5K -30,645 Closed
VF
40
Virtu Financial
New York
– -$70K -29,322 Closed
Jane Street
41
Jane Street
New York
– -$54.8K -22,827 Closed
BRWA
42
B. Riley Wealth Advisors
Florida
– -$36K -15,000 Closed
SPIA
43
Steward Partners Investment Advisory
New York
– -$26.4K -11,000 Closed
CF
44
Clarity Financial
Texas
– -$25.2K -10,504 Closed
TCBWMS
45
Texas Capital Bank Wealth Management Services
Texas
– -$24K -10,000 Closed
AWM
46
Abound Wealth Management
Tennessee
– -$3.84K -1,600 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
– -$1.2K -500 Closed
Bank of America
48
Bank of America
North Carolina
– -$136 -57 Closed
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BEAT Hedge Fund Activity: Q1 2026 in Review

38 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q1 2026, worth a combined $6.28M — down 43% from $11M a quarter earlier.

Fund positioning in BEAT was balanced in Q1 2026: 10 funds opened new positions, 10 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $395K. The largest seller was UBS Group, cutting an estimated $189K.

  • 38 institutional investors held Heartbeam (BEAT) as of Q1 2026, down from 41 in Q4 2025.
  • Funds reported $6.28M of Heartbeam stock for Q1 2026, down 43% quarter-over-quarter.
  • 10 funds opened new Heartbeam positions in Q1 2026 and 10 closed out, a net change of 0 holders.
  • The largest Heartbeam buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $395K added.
  • The largest Heartbeam seller in Q1 2026 was UBS Group, an estimated $189K sold.

Based on aggregated 13F filings for Q1 2026.