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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SSWM
Smith Salley Wealth Management
North Carolina
+$251K
2
SPC
Sigma Planning Corp
Michigan
+$156K
3
Morgan Stanley
Morgan Stanley
New York
+$142K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$126K
5
UBS Group
UBS Group
Switzerland
+$91.7K

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$71K
2
SW
SMART Wealth
Nebraska
-$27.7K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$11.3K
4
HI
Harbour Investments
Wisconsin
-$8.52K
5
BlackRock
BlackRock
New York
-$2.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.65M +$126K +59,310 +8%
SSWM
2
Smith Salley Wealth Management
North Carolina
$739K +$251K +117,647 +47%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$497K +$11.8K +5,530 +2%
UBS Group
4
UBS Group
Switzerland
$408K +$91.7K +43,035 +27%
KPWS
5
Kestra Private Wealth Services
Texas
$287K +$81.6K +38,299 +37%
OSAM
6
O'Shaughnessy Asset Management
Connecticut
$280K – – –
RWM
7
Ritholtz Wealth Management
New York
$280K – – –
BPA
8
Beacon Pointe Advisors
California
$201K -$71K -33,334 -25%
Stifel Financial
9
Stifel Financial
Missouri
$201K – – –
CFS
10
Cannon Financial Strategists
Georgia
$162K – – –
State Street
11
State Street
Massachusetts
$158K – – –
SAMC
12
Spectrum Asset Management (California)
California
$150K – – –
BlackRock
13
BlackRock
New York
$148K -$2.04K -957 -1%
SPC
14
Sigma Planning Corp
Michigan
$148K +$156K +73,450 New
Morgan Stanley
15
Morgan Stanley
New York
$146K +$142K +66,666 +1,101%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$118K +$32.3K +15,166 +35%
AR
17
Advisory Research
Illinois
$101K – – –
Northern Trust
18
Northern Trust
Illinois
$99.5K – – –
DOA
19
D'Orazio & Associates
Virginia
$66.3K – – –
LPL Financial
20
LPL Financial
California
$48.5K +$5.11K +2,400 +11%
Charles Schwab
21
Charles Schwab
California
$29.2K – – –
Raymond James Financial
22
Raymond James Financial
Florida
$28K +$29.7K +13,936 New
SW
23
SMART Wealth
Nebraska
$24.1K -$27.7K -12,983 -52%
NA
24
NewEdge Advisors
Louisiana
$22.1K – – –
SPIA
25
Steward Partners Investment Advisory
New York
$22.1K +$23.4K +11,000 New
1
2

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.