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Beam Global

41 hedge funds and large institutions have $4.19M invested in Beam Global in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
11
Closed
9
Calls
$86K
Puts
$40K
Net Calls
+$46K
Net Calls Change
-$321K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.54K
Wells Fargo
27
Wells Fargo
California
$1.28K
BF
28
BOK Financial
Oklahoma
$1.02K
Simplex Trading
29
Simplex Trading
Illinois
$1K -$13.5K -11,598 -93%
PS
30
Principal Securities
Iowa
$523
TRCT
31
Tower Research Capital (TRC)
New York
$465 +$465 +228 New
SS
32
SBI Securities
Japan
$379 +$265 +130 +232%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$177
AF
34
Allworth Financial
California
$143
PFBT
35
Parkside Financial Bank & Trust
Missouri
$131
MCM
36
MAI Capital Management
Ohio
$80
FFA
37
Farther Finance Advisors
California
$53
NA
38
NewEdge Advisors
Louisiana
$33
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$22
TF
40
Tompkins Financial
New York
$10
XT
41
XTX Topco
Cayman Islands
-$133K -41,880 Closed
Pathstone Holdings
42
Pathstone Holdings
New Jersey
-$112K -35,380 Closed
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
-$84.5K -26,667 Closed
AWM
44
AE Wealth Management
Kansas
-$52.6K -16,585 Closed
RS
45
R Squared
Hong Kong
-$11.9K -3,740 Closed
SS
46
Sunbelt Securities
Texas
-$648 -200 Closed
PGAM
47
Princeton Global Asset Management
New Jersey
-$476 -150 Closed
CSB
48
City State Bank
Iowa
-$317 -100 Closed
MRP
49
Measured Risk Portfolios
California
-$238 -75 Closed