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Heartbeam
BEAT

Overview Fund Activity

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
Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.54%
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

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.4M
2
BPA
Beacon Pointe Advisors
California
$309K
3
Citadel Advisors
Citadel Advisors
Florida
$37K
4
VF
Virtu Financial
New York
$34K
5
Squarepoint
Squarepoint
New York
$29.7K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$48.1K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
3
CFS
Cannon Financial Strategists
Georgia
$85.9K
4
NA
NewEdge Advisors
Louisiana
$1.25K
5
LPL Financial
LPL Financial
California
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M +$369K +295,379 +36%
SSWM
2
Smith Salley Wealth Management
North Carolina
$460K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$319K +$9.37K +7,497 +3%
BPA
4
Beacon Pointe Advisors
California
$309K +$184K +147,058 +147%
UBS Group
5
UBS Group
Switzerland
$249K -$4.71K -3,770 -2%
KPWS
6
Kestra Private Wealth Services
Texas
$178K – – –
RWM
7
Ritholtz Wealth Management
New York
$174K – – –
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$174K – – –
Stifel Financial
9
Stifel Financial
Missouri
$125K – – –
BlackRock
10
BlackRock
New York
$110K +$18K +14,399 +20%
State Street
11
State Street
Massachusetts
$98K – – –
SAMC
12
Spectrum Asset Management (California)
California
$93K – – –
SPC
13
Sigma Planning Corp
Michigan
$92.3K +$500 +400 +0.5%
Morgan Stanley
14
Morgan Stanley
New York
$90.9K – – –
CFS
15
Cannon Financial Strategists
Georgia
$85.9K -$14.6K -11,652 -14%
AR
16
Advisory Research
Illinois
$62.5K – – –
Northern Trust
17
Northern Trust
Illinois
$61.9K – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$48.1K -$25.4K -20,294 -35%
DOA
19
D'Orazio & Associates
Virginia
$41.2K – – –
Citadel Advisors
20
Citadel Advisors
Florida
$37K +$37K +29,632 New
Raymond James Financial
21
Raymond James Financial
Florida
$35.2K +$17.8K +14,242 +102%
VF
22
Virtu Financial
New York
$34K +$34K +27,345 New
Squarepoint
23
Squarepoint
New York
$29.7K +$29.7K +23,798 New
Goldman Sachs
24
Goldman Sachs
New York
$28.7K +$28.7K +22,999 New
HF
25
HRT Financial
New York
$26K +$26K +20,851 New
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