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Beam Global
BEEM

44 hedge funds and large institutions have $7.55M invested in Beam Global in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $99K

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

151% more capital invested

Capital invested by funds: $3.01M → $7.55M (+$4.54M)

13% more funds holding

Funds holding: 39 → 44 (+5)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

2.41% more ownership

Funds ownership: 13.35% → 15.76% (+2.4%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
8
Closed
3
Calls
$1.16M
Puts
$99K
Net Calls
+$1.06M
Net Calls Change
+$1.04M

Top Buyers

Rank Fund Capital Flow
1
IWA
Integrity Wealth Advisors
California
+$1.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$180K
3
Jane Street
Jane Street
New York
+$140K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$130K
5
Two Sigma Investments
Two Sigma Investments
New York
+$86K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$228K
2
VCM
Virtue Capital Management
Tennessee
-$113K
3
BBA
Baader Bank Aktiengesellschaft
Germany
-$9.2K
4
GAA
Green Alpha Advisors
Colorado
-$5.62K
5
Morgan Stanley
Morgan Stanley
New York
-$1.19K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$6.72K +$2.91K +1,200 +85%
NFSG
27
Newbridge Financial Services Group
Florida
$5.76K -$82 -34 -2%
Group One Trading
28
Group One Trading
Illinois
$3.25K +$2.74K +1,129 New
CFFP
29
Center for Financial Planning
Michigan
$2.88K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.3K +$1.94K +800 New
JP Morgan Chase
31
JP Morgan Chase
New York
$2.17K – – –
Wells Fargo
32
Wells Fargo
California
$1.8K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$1.73K +$1.46K +600 New
BF
34
BOK Financial
Oklahoma
$1.44K – – –
UBS Group
35
UBS Group
Switzerland
$942 -$228K -93,892 -100%
BIA
36
Bell Investment Advisors
California
$591 +$497 +205 New
APW
37
Aventura Private Wealth
Florida
$576 – – –
PS
38
Principal Securities
Iowa
$475 – – –
SS
39
SBI Securities
Japan
$323 -$648 -267 -70%
AF
40
Allworth Financial
California
$288 – – –
MCM
41
MAI Capital Management
Ohio
$113 – – –
NA
42
NewEdge Advisors
Louisiana
$46 – – –
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$43 – – –
BBA
44
Baader Bank Aktiengesellschaft
Germany
– -$9.2K -10,200 Closed
SS
45
Sunbelt Securities
Texas
– -$634 -200 Closed
Raymond James Financial
46
Raymond James Financial
Florida
– -$235 -161 Closed
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
– -$165 -68 -58%
1
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BEEM Hedge Fund Activity: Q3 2025 in Review

44 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q3 2025, worth a combined $7.55M — up 151% from $3.01M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BEEM positions and 3 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Integrity Wealth Advisors, adding an estimated $1.37M. The largest seller was UBS Group, cutting an estimated $228K.

  • 44 institutional investors held Beam Global (BEEM) as of Q3 2025, up from 39 in Q2 2025.
  • Funds reported $7.55M of Beam Global stock for Q3 2025, up 151% quarter-over-quarter.
  • 8 funds opened new Beam Global positions in Q3 2025 and 3 closed out, a net change of +5 holders.
  • The largest Beam Global buyer in Q3 2025 was Integrity Wealth Advisors, an estimated $1.37M added.
  • The largest Beam Global seller in Q3 2025 was UBS Group, an estimated $228K sold.

Based on aggregated 13F filings for Q3 2025.