Heartbeam
BEAT
38 hedge funds and large institutions have $6.28M invested in Heartbeam in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 10 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
0.73% less ownership
Funds ownership: 13.25% → 12.52% (-0.73%)
7% less funds holding
Funds holding: 41 → 38 (-3)
43% less capital invested
Capital invested by funds: $11M → $6.28M (-$4.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$395K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$114K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$113K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$110K |
| 5 |
CC
Centiva Capital
New York
|
+$55.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$189K |
| 2 |
IAS
Insigneo Advisory Services
Miami,
Florida
|
-$73.5K |
| 3 |
VF
Virtu Financial
New York
|
-$70K |
| 4 |
Jane Street
New York
|
-$54.8K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$36K |
BEAT Hedge Fund Activity: Q1 2026 in Review
38 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q1 2026, worth a combined $6.28M — down 43% from $11M a quarter earlier.
Fund positioning in BEAT was balanced in Q1 2026: 10 funds opened new positions, 10 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $395K. The largest seller was UBS Group, cutting an estimated $189K.
- 38 institutional investors held Heartbeam (BEAT) as of Q1 2026, down from 41 in Q4 2025.
- Funds reported $6.28M of Heartbeam stock for Q1 2026, down 43% quarter-over-quarter.
- 10 funds opened new Heartbeam positions in Q1 2026 and 10 closed out, a net change of 0 holders.
- The largest Heartbeam buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $395K added.
- The largest Heartbeam seller in Q1 2026 was UBS Group, an estimated $189K sold.
Based on aggregated 13F filings for Q1 2026.