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Beam Global
BEEM

39 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, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0.56% less ownership

Funds ownership: 13.9% → 13.35% (-0.56%)

9% less funds holding

Funds holding: 43 → 39 (-4)

28% less capital invested

Capital invested by funds: $4.19M → $3.01M (-$1.18M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% 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
10
Reduced
8
Closed
8
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
-$33K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$137K
2
IWA
Integrity Wealth Advisors
California
+$38K
3
Renaissance Technologies
Renaissance Technologies
New York
+$28.1K
4
BBA
Baader Bank Aktiengesellschaft
Germany
+$16.3K
5
Osaic Holdings
Osaic Holdings
Arizona
+$8.64K

Top Sellers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
-$84.6K
2
BlackRock
BlackRock
New York
-$56.6K
3
Citadel Advisors
Citadel Advisors
Florida
-$50.6K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$25.2K
5
Northern Trust
Northern Trust
Illinois
-$20.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
26
Center for Financial Planning
Michigan
$1.46K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$1.1K – – –
Wells Fargo
28
Wells Fargo
California
$913 – – –
BF
29
BOK Financial
Oklahoma
$730 – – –
SS
30
Sunbelt Securities
Texas
$634 +$319 +200 New
SS
31
SBI Securities
Japan
$553 +$308 +193 +104%
APW
32
Aventura Private Wealth
Florida
$292 – – –
PS
33
Principal Securities
Iowa
$241 – – –
Raymond James Financial
34
Raymond James Financial
Florida
$235 +$257 +161 New
AF
35
Allworth Financial
California
$146 – – –
MCM
36
MAI Capital Management
Ohio
$57 – – –
NA
37
NewEdge Advisors
Louisiana
$23 – – –
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$22 +$6 +4 +36%
BA
39
Bard Associates
Illinois
– -$84.6K -41,455 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– -$50.6K -24,823 Closed
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
– -$25.2K -12,376 Closed
Citigroup
42
Citigroup
New York
– -$8.15K -3,994 Closed
EPIM
43
Evelyn Partners Investment Management
– -$1.22K -600 Closed
PFBT
44
Parkside Financial Bank & Trust
Missouri
– -$131 -64 Closed
FFA
45
Farther Finance Advisors
California
– -$53 -25 Closed
TF
46
Tompkins Financial
New York
– -$10 -5 Closed
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
– +$160 +100 +556%
1
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BEEM Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2025, worth a combined $3.01M — down 28% from $4.19M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BEEM and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was UBS Group, adding an estimated $137K. The largest seller was Bard Associates, exiting entirely with an estimated $84.6K sold.

  • 39 institutional investors held Beam Global (BEEM) as of Q2 2025, down from 43 in Q1 2025.
  • Funds reported $3.01M of Beam Global stock for Q2 2025, down 28% quarter-over-quarter.
  • 4 funds opened new Beam Global positions in Q2 2025 and 8 closed out, a net change of -4 holders.
  • The largest Beam Global buyer in Q2 2025 was UBS Group, an estimated $137K added.
  • The largest Beam Global seller in Q2 2025 was Bard Associates, an estimated $84.6K sold.

Based on aggregated 13F filings for Q2 2025.