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Heartbeam
BEAT

41 hedge funds and large institutions have $11M invested in Heartbeam in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more capital invested

Capital invested by funds: $5.52M → $11M (+$5.43M)

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

8% more funds holding

Funds holding: 38 → 41 (+3)

3.5% more ownership

Funds ownership: 9.75% → 13.25% (+3.5%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
11
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.38M
2
UBS Group
UBS Group
Switzerland
+$448K
3
RWM
Ritholtz Wealth Management
New York
+$118K
4
State Street
State Street
Massachusetts
+$80.8K
5
IAS
Insigneo Advisory Services
Florida
+$52.6K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$84K
2
Goldman Sachs
Goldman Sachs
New York
-$62.3K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6K
4
XT
XTX Topco
Cayman Islands
-$27.9K
5
LPL Financial
LPL Financial
California
-$26.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.6M -$58.6K -34,182 -3%
BlackRock
2
BlackRock
New York
$2.14M +$1.38M +802,121 +891%
UBS Group
3
UBS Group
Switzerland
$1.09M +$448K +261,166 +136%
SSWM
4
Smith Salley Wealth Management
North Carolina
$882K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$734K +$20.8K +12,142 +4%
RWM
6
Ritholtz Wealth Management
New York
$500K +$118K +69,009 +50%
KPWS
7
Kestra Private Wealth Services
Texas
$420K -$1.37K -800 -0.5%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$334K – – –
State Street
9
State Street
Massachusetts
$301K +$80.8K +47,100 +60%
Raymond James Financial
10
Raymond James Financial
Florida
$245K +$24K +14,000 +16%
SAMC
11
Spectrum Asset Management (California)
California
$227K +$34.3K +20,000 +27%
CFS
12
Cannon Financial Strategists
Georgia
$175K -$10.2K -5,951 -8%
SPC
13
Sigma Planning Corp
Michigan
$148K +$33K +19,250 +45%
Morgan Stanley
14
Morgan Stanley
New York
$148K -$15.4K -8,989 -13%
Northern Trust
15
Northern Trust
Illinois
$140K +$14.8K +8,649 +17%
Stifel Financial
16
Stifel Financial
Missouri
$122K -$84K -49,000 -49%
AR
17
Advisory Research
Illinois
$120K – – –
DOA
18
D'Orazio & Associates
Virginia
$118K +$27.4K +16,000 +49%
IAS
19
Insigneo Advisory Services
Florida
$73.5K +$52.6K +30,645 New
VF
20
Virtu Financial
New York
$70K +$50.3K +29,322 New
AWM
21
Activest Wealth Management
Florida
$61.2K +$43.7K +25,500 New
Jane Street
22
Jane Street
New York
$54.8K +$39.2K +22,827 New
BRWA
23
B. Riley Wealth Advisors
Florida
$36K +$25.7K +15,000 New
Truist Financial
24
Truist Financial
North Carolina
$36K +$25.7K +15,000 New
SPIA
25
Steward Partners Investment Advisory
New York
$26.4K – – –
1
2

BEAT Hedge Fund Activity: Q4 2025 in Review

41 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q4 2025, worth a combined $11M — up 98% from $5.52M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BEAT positions and 9 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38M. The largest seller was Stifel Financial, cutting an estimated $84K.

  • 41 institutional investors held Heartbeam (BEAT) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $11M of Heartbeam stock for Q4 2025, up 98% quarter-over-quarter.
  • 12 funds opened new Heartbeam positions in Q4 2025 and 9 closed out, a net change of +3 holders.
  • The largest Heartbeam buyer in Q4 2025 was BlackRock, an estimated $1.38M added.
  • The largest Heartbeam seller in Q4 2025 was Stifel Financial, an estimated $84K sold.

Based on aggregated 13F filings for Q4 2025.