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Beam Global
BEEM

Overview Fund Activity

37 hedge funds and large institutions have $2.97M invested in Beam Global in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
8
Closed
7
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
-$33K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$138K
2
IWA
2
Integrity Wealth Advisors
California
$1.05M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$25.7K
4
BBA
4
Baader Bank Aktiengesellschaft
Germany
$9.2K
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.22K

Top Sellers

1
BA
1
Bard Associates
Illinois
$0
2
BlackRock
2
BlackRock
New York
$219K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$0
5
Northern Trust
5
Northern Trust
Illinois
$48.6K
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
1
Integrity Wealth Advisors
California
$1.05M 717,479 +23,789 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$886K 606,979 -7,373 -1%
BlackRock
3
BlackRock
New York
$219K 150,301 -35,458 -19%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$214K 146,351 -380 -0.3%
UBS Group
5
UBS Group
Switzerland
$138K 94,219 +85,546 +986%
VCM
6
Virtue Capital Management
Tennessee
$73K 50,000 – –
State Street
7
State Street
Massachusetts
$72.3K 49,528 – –
Northern Trust
8
Northern Trust
Illinois
$48.6K 33,307 -12,756 -28%
Lido Advisors
9
Lido Advisors
California
$42.8K 29,345 – –
GAA
10
Green Alpha Advisors
Colorado
$31.8K 21,789 -2,869 -12%
SRC
11
Shufro Rose & Co
New York
$30.6K 15,000 – –
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$29K 19,288 -312 -2%
PI
13
PFG Investments
New York
$28.6K 19,578 -300 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$25.7K 17,600 +17,600 New
Morgan Stanley
15
Morgan Stanley
New York
$20.2K 13,811 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$15.9K 5,083 -2,920 -36%
Bank of America
17
Bank of America
North Carolina
$10.5K 7,225 +30 +0.4%
BBA
18
Baader Bank Aktiengesellschaft
Germany
$9.2K 10,200 +10,200 New
JFA
19
JNBA Financial Advisors
Minnesota
$5.84K 4,000 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5K 3,170 – –
TRCT
21
Tower Research Capital (TRC)
New York
$4.22K 2,890 +2,662 +1,168%
NFSG
22
Newbridge Financial Services Group
Florida
$2.97K 2,034 – –
Jones Financial Companies
23
Jones Financial Companies
Missouri
$2.22K 1,416 +1,328 +1,509%
Simplex Trading
24
Simplex Trading
Illinois
$2K 1,828 +971 +113%
CFFP
25
Center for Financial Planning
Michigan
$1.46K 1,000 – –
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