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Beam Global

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: 4743 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1
Integrity Wealth Advisors
California
$1.42M -$261K -101,349 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.25M -$3.23K -1,252 -0.2%
BlackRock
3
BlackRock
New York
$379K -$1.76K -684 -0.4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$299K +$16.9K +6,557 +5%
State Street
5
State Street
Massachusetts
$101K
VCM
6
Virtue Capital Management
Tennessee
$101K
Northern Trust
7
Northern Trust
Illinois
$94K -$22.3K -8,660 -16%
BA
8
Bard Associates
Illinois
$84.6K -$5.02K -1,950 -4%
Lido Advisors
9
Lido Advisors
California
$59.9K
Citadel Advisors
10
Citadel Advisors
Florida
$50.6K +$64K +24,823 New
GAA
11
Green Alpha Advisors
Colorado
$50.3K -$91K -35,324 -59%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$49.2K -$186K -72,116 -75%
PI
13
PFG Investments
New York
$40.6K -$11.3K -4,373 -18%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$40K
SRC
15
Shufro Rose & Co
New York
$30.6K +$38.6K +15,000 New
Morgan Stanley
16
Morgan Stanley
New York
$28.2K +$562 +218 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$25.2K
UBS Group
18
UBS Group
Switzerland
$17.7K +$15.5K +6,003 +225%
Osaic Holdings
19
Osaic Holdings
Arizona
$16.3K +$7.23K +2,806 +54%
Bank of America
20
Bank of America
North Carolina
$14.7K -$8.96K -3,477 -33%
JFA
21
JNBA Financial Advisors
Minnesota
$8.16K
Citigroup
22
Citigroup
New York
$8.15K +$10.3K +3,994 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6K -$675 -262 -8%
NFSG
24
Newbridge Financial Services Group
Florida
$4.15K
CFFP
25
Center for Financial Planning
Michigan
$2.04K

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.