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Heartbeam
BEAT

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

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

14% more funds holding

Funds holding: 35 → 40 (+5)

1.63% more ownership

Funds ownership: 9.01% → 10.64% (+1.6%)

26% less capital invested

Capital invested by funds: $6.11M → $4.5M (-$1.61M)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.53%
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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$491K
2
BPA
Beacon Pointe Advisors
California
+$244K
3
Citadel Advisors
Citadel Advisors
Florida
+$49.2K
4
VF
Virtu Financial
New York
+$45.4K
5
Squarepoint
Squarepoint
New York
+$39.5K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$33.7K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$20.9K
3
CFS
Cannon Financial Strategists
Georgia
-$19.3K
4
NA
NewEdge Advisors
Louisiana
-$16.6K
5
LPL Financial
LPL Financial
California
-$13.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M +$491K +295,379 +36%
SSWM
2
Smith Salley Wealth Management
North Carolina
$460K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$319K +$12.4K +7,497 +3%
BPA
4
Beacon Pointe Advisors
California
$309K +$244K +147,058 +147%
UBS Group
5
UBS Group
Switzerland
$249K -$6.26K -3,770 -2%
KPWS
6
Kestra Private Wealth Services
Texas
$178K – – –
OSAM
7
O'Shaughnessy Asset Management
Connecticut
$174K – – –
RWM
8
Ritholtz Wealth Management
New York
$174K – – –
Stifel Financial
9
Stifel Financial
Missouri
$125K – – –
BlackRock
10
BlackRock
New York
$110K +$23.9K +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 +$664 +400 +0.5%
Morgan Stanley
14
Morgan Stanley
New York
$90.9K – – –
CFS
15
Cannon Financial Strategists
Georgia
$85.9K -$19.3K -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 -$33.7K -20,294 -35%
DOA
19
D'Orazio & Associates
Virginia
$41.2K – – –
Citadel Advisors
20
Citadel Advisors
Florida
$37K +$49.2K +29,632 New
Raymond James Financial
21
Raymond James Financial
Florida
$35.2K +$23.6K +14,242 +102%
VF
22
Virtu Financial
New York
$34K +$45.4K +27,345 New
Squarepoint
23
Squarepoint
New York
$29.7K +$39.5K +23,798 New
Goldman Sachs
24
Goldman Sachs
New York
$28.7K +$38.2K +22,999 New
HF
25
HRT Financial
New York
$26K +$34.6K +20,851 New
1
2

BEAT Hedge Fund Activity: Q2 2025 in Review

40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q2 2025, worth a combined $4.5M — down 26% from $6.11M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BEAT positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $491K. The largest seller was Susquehanna International Group, cutting an estimated $33.7K.

  • 40 institutional investors held Heartbeam (BEAT) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $4.5M of Heartbeam stock for Q2 2025, down 26% quarter-over-quarter.
  • 7 funds opened new Heartbeam positions in Q2 2025 and 2 closed out, a net change of +5 holders.
  • The largest Heartbeam buyer in Q2 2025 was Vanguard Group, an estimated $491K added.
  • The largest Heartbeam seller in Q2 2025 was Susquehanna International Group, an estimated $33.7K sold.

Based on aggregated 13F filings for Q2 2025.