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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
3
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$395K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$114K
3
SPC
Sigma Planning Corp
Michigan
+$113K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$110K
5
CC
Centiva Capital
New York
+$55.4K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$189K
2
IAS
Insigneo Advisory Services
Florida
-$73.5K
3
VF
Virtu Financial
New York
-$70K
4
Jane Street
Jane Street
New York
-$54.8K
5
BRWA
B. Riley Wealth Advisors
Florida
-$36K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$1.46M +$1.91M +1,197,793 New
BlackRock
2
BlackRock
New York
$1.1M +$9.83K +6,156 +0.7%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$460K +$114K +71,472 +23%
SSWM
4
Smith Salley Wealth Management
North Carolina
$449K – – –
UBS Group
5
UBS Group
Switzerland
$409K -$189K -118,530 -26%
BPA
6
Beacon Pointe Advisors
California
$302K +$395K +247,458 New
RWM
7
Ritholtz Wealth Management
New York
$254K – – –
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$254K +$110K +69,009 +50%
KPWS
9
Kestra Private Wealth Services
Texas
$212K -$2K -1,250 -0.7%
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$183K +$240K +150,062 New
SPC
11
Sigma Planning Corp
Michigan
$162K +$113K +70,900 +115%
State Street
12
State Street
Massachusetts
$153K – – –
Raymond James Financial
13
Raymond James Financial
Florida
$129K +$6.22K +3,900 +4%
SAMC
14
Spectrum Asset Management (California)
California
$115K – – –
CFS
15
Cannon Financial Strategists
Georgia
$88.8K – – –
Morgan Stanley
16
Morgan Stanley
New York
$71.5K -$4.84K -3,033 -5%
Northern Trust
17
Northern Trust
Illinois
$71K – – –
Stifel Financial
18
Stifel Financial
Missouri
$62.2K – – –
AR
19
Advisory Research
Illinois
$61K – – –
DOA
20
D'Orazio & Associates
Virginia
$59.8K – – –
CC
21
Centiva Capital
New York
$42.3K +$55.4K +34,706 New
AWM
22
Activest Wealth Management
Florida
$41.7K +$13.8K +8,660 +34%
ONPI
23
Owls Nest Partners IA
Pennsylvania
$30.6K +$40K +25,046 New
Truist Financial
24
Truist Financial
North Carolina
$18.3K – – –
VGA
25
Vanguard Global Advisers
Pennsylvania
$16.2K +$21.2K +13,308 New
1
2

BEAT Hedge Fund Activity: Q1 2026 in Review

38 of the 8,128 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.