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Beam Global
BEEM

Overview Fund Activity

38 hedge funds and large institutions have $3.01M invested in Beam Global in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
9
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 Holding Trade Value Shares
Change 		Shares
Change %
CFFP
26
Center for Financial Planning
Michigan
$1.46K – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.1K – – –
Wells Fargo
28
Wells Fargo
California
$913 – – –
BF
29
BOK Financial
Oklahoma
$730 – – –
SS
30
Sunbelt Securities
Texas
$634 +$634 +200 New
SS
31
SBI Securities
Japan
$553 +$282 +193 +104%
PS
32
Principal Securities
Iowa
$241 – – –
Raymond James Financial
33
Raymond James Financial
Florida
$235 +$235 +161 New
AF
34
Allworth Financial
California
$146 – – –
MCM
35
MAI Capital Management
Ohio
$57 – – –
NA
36
NewEdge Advisors
Louisiana
$23 – – –
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$22 +$6 +4 +36%
BA
38
Bard Associates
Illinois
– -$84.6K -41,455 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$50.6K -24,823 Closed
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
– -$25.2K -12,376 Closed
Citigroup
41
Citigroup
New York
– -$8.15K -3,994 Closed
PFBT
42
Parkside Financial Bank & Trust
Missouri
– -$131 -64 Closed
FFA
43
Farther Finance Advisors
California
– -$53 -25 Closed
TF
44
Tompkins Financial
New York
– -$10 -5 Closed
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