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Heartbeam

38 hedge funds and large institutions have $5.52M invested in Heartbeam in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.5M → $5.52M (+$1.03M)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.88% less ownership

Funds ownership: 10.64%9.75% (-0.88%)

5% less funds holding

Funds holding: 4038 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85M
SSWM
2
Smith Salley Wealth Management
North Carolina
$607K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$485K +$49.8K +38,732 +15%
UBS Group
4
UBS Group
Switzerland
$318K -$8.63K -6,714 -3%
KPWS
5
Kestra Private Wealth Services
Texas
$290K +$42.9K +33,344 +23%
OSAM
6
O'Shaughnessy Asset Management
Connecticut
$230K
RWM
7
Ritholtz Wealth Management
New York
$230K
Stifel Financial
8
Stifel Financial
Missouri
$165K
BlackRock
9
BlackRock
New York
$149K +$2.36K +1,836 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$145K +$77K +59,872 +212%
CFS
11
Cannon Financial Strategists
Georgia
$130K +$12.9K +10,000 +15%
State Street
12
State Street
Massachusetts
$129K
SAMC
13
Spectrum Asset Management (California)
California
$123K
Morgan Stanley
14
Morgan Stanley
New York
$117K -$2.7K -2,101 -3%
AR
15
Advisory Research
Illinois
$82.5K
Northern Trust
16
Northern Trust
Illinois
$81.7K
SPC
17
Sigma Planning Corp
Michigan
$70K -$40.4K -31,450 -43%
Goldman Sachs
18
Goldman Sachs
New York
$62.3K +$19K +14,753 +64%
DOA
19
D'Orazio & Associates
Virginia
$54.4K
XT
20
XTX Topco
Cayman Islands
$27.9K +$21.8K +16,927 New
LPL Financial
21
LPL Financial
California
$26.4K
Bessemer Group
22
Bessemer Group
New Jersey
$25K +$19.5K +15,200 New
Charles Schwab
23
Charles Schwab
California
$24K
SW
24
SMART Wealth
Nebraska
$19.8K
SPIA
25
Steward Partners Investment Advisory
New York
$18.1K

BEAT Hedge Fund Activity: Q3 2025 in Review

38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q3 2025, worth a combined $5.52M — up 23% from $4.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BEAT and 5 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Raymond James Financial, adding an estimated $77K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $309K sold.

  • 38 institutional investors held Heartbeam (BEAT) as of Q3 2025, down from 40 in Q2 2025.
  • Funds reported $5.52M of Heartbeam stock for Q3 2025, up 23% quarter-over-quarter.
  • 5 funds opened new Heartbeam positions in Q3 2025 and 7 closed out, a net change of -2 holders.
  • The largest Heartbeam buyer in Q3 2025 was Raymond James Financial, an estimated $77K added.
  • The largest Heartbeam seller in Q3 2025 was Beacon Pointe Advisors, an estimated $309K sold.

Based on aggregated 13F filings for Q3 2025.