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Beam Global
BEEM

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

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $86K | Put options by funds: $40K

2.07% less ownership

Funds ownership: 15.97% → 13.9% (-2.1%)

9% less funds holding

Funds holding: 47 → 43 (-4)

44% less capital invested

Capital invested by funds: $7.48M → $4.19M (-$3.29M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
11
Closed
9
Calls
$86K
Puts
$40K
Net Calls
+$46K
Net Calls Change
-$321K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$64K
2
SRC
Shufro Rose & Co
New York
+$38.6K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$16.9K
4
UBS Group
UBS Group
Switzerland
+$15.5K
5
Citigroup
Citigroup
New York
+$10.3K

Top Sellers

Rank Fund Capital Flow
1
IWA
Integrity Wealth Advisors
California
-$261K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$186K
3
XT
XTX Topco
Cayman Islands
-$133K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$112K
5
GAA
Green Alpha Advisors
Colorado
-$91K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.54K – – –
Wells Fargo
27
Wells Fargo
California
$1.27K – – –
EPIM
28
Evelyn Partners Investment Management
$1.22K +$1.55K +600 New
BF
29
BOK Financial
Oklahoma
$1.02K – – –
Simplex Trading
30
Simplex Trading
Illinois
$1K -$29.9K -11,598 -93%
PS
31
Principal Securities
Iowa
$523 – – –
TRCT
32
Tower Research Capital (TRC)
New York
$465 +$587 +228 New
APW
33
Aventura Private Wealth
Florida
$408 – – –
SS
34
SBI Securities
Japan
$379 +$335 +130 +232%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$177 – – –
AF
36
Allworth Financial
California
$143 – – –
PFBT
37
Parkside Financial Bank & Trust
Missouri
$131 – – –
MCM
38
MAI Capital Management
Ohio
$80 – – –
FFA
39
Farther Finance Advisors
California
$53 – – –
NA
40
NewEdge Advisors
Louisiana
$33 – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$22 – – –
TF
42
Tompkins Financial
New York
$10 – – –
XT
43
XTX Topco
Cayman Islands
– -$133K -41,880 Closed
Pathstone Holdings
44
Pathstone Holdings
New Jersey
– -$112K -35,380 Closed
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
– -$84.5K -26,667 Closed
AWM
46
AE Wealth Management
Kansas
– -$52.6K -16,585 Closed
RS
47
R Squared
Hong Kong
– -$11.9K -3,740 Closed
SS
48
Sunbelt Securities
Texas
– -$648 -200 Closed
PGAM
49
Princeton Global Asset Management
New Jersey
– -$476 -150 Closed
CSB
50
City State Bank
Iowa
– -$317 -100 Closed
1
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BEEM Hedge Fund Activity: Q1 2025 in Review

43 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q1 2025, worth a combined $4.19M — down 44% from $7.48M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BEEM and 5 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $64K. The largest seller was Integrity Wealth Advisors, cutting an estimated $261K.

  • 43 institutional investors held Beam Global (BEEM) as of Q1 2025, down from 47 in Q4 2024.
  • Funds reported $4.19M of Beam Global stock for Q1 2025, down 44% quarter-over-quarter.
  • 5 funds opened new Beam Global positions in Q1 2025 and 9 closed out, a net change of -4 holders.
  • The largest Beam Global buyer in Q1 2025 was Citadel Advisors, an estimated $64K added.
  • The largest Beam Global seller in Q1 2025 was Integrity Wealth Advisors, an estimated $261K sold.

Based on aggregated 13F filings for Q1 2025.