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Beam Global

40 hedge funds and large institutions have $3.97M invested in Beam Global in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44,000% more call options, than puts

Call options by funds: $882K | Put options by funds: $2K

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

2.02% less ownership

Funds ownership: 15.76%13.74% (-2%)

9% less funds holding

Funds holding: 4440 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

47% less capital invested

Capital invested by funds: $7.55M → $3.97M (-$3.58M)

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
9
Closed
10
Calls
$882K
Puts
$2K
Net Calls
+$880K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$10.5K -$2 -1 -0%
SAM
27
Smartleaf Asset Management
Massachusetts
$7.6K +$11.5K +5,000 New
Jones Financial Companies
28
Jones Financial Companies
Missouri
$3.92K
TRCT
29
Tower Research Capital (TRC)
New York
$3.33K -$2.08K -905 -29%
NFSG
30
Newbridge Financial Services Group
Florida
$3K
CRI
31
Commonwealth Retirement Investments
Virginia
$2.81K +$4.3K +1,872 New
CFFP
32
Center for Financial Planning
Michigan
$1.5K
JP Morgan Chase
33
JP Morgan Chase
New York
$1.13K
Wells Fargo
34
Wells Fargo
California
$938
SAG
35
SageView Advisory Group
California
$144 +$221 +96 New
MCM
36
MAI Capital Management
Ohio
$59
SS
37
SBI Securities
Japan
$53 -$177 -77 -69%
NA
38
NewEdge Advisors
Louisiana
$24
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$22
Simplex Trading
40
Simplex Trading
Illinois
-$20.1K -8,737 Closed
JFA
41
JNBA Financial Advisors
Minnesota
-$11.5K -4,000 Closed
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
-$7.16K -3,114 -98%
Fidelity Investments
43
Fidelity Investments
Massachusetts
-$2.3K -800 Closed
SPIA
44
Steward Partners Investment Advisory
New York
-$1.73K -600 Closed
BF
45
BOK Financial
Oklahoma
-$1.44K -500 Closed
BIA
46
Bell Investment Advisors
California
-$591 -205 Closed
APW
47
Aventura Private Wealth
Florida
-$576 -200 Closed
PS
48
Principal Securities
Iowa
-$475 -165 Closed
AF
49
Allworth Financial
California
-$288 -100 Closed