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Beam Global
BEEM

Overview Fund Activity

41 hedge funds and large institutions have $4.19M invested in Beam Global in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
11
Closed
9
Calls
$86K
Puts
$40K
Net Calls
+$46K
Net Calls Change
-$321K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$50.6K
2
SRC
Shufro Rose & Co
New York
+$30.6K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$13.4K
4
UBS Group
UBS Group
Switzerland
+$12.2K
5
Citigroup
Citigroup
New York
+$8.15K

Top Sellers

1
IWA
Integrity Wealth Advisors
California
-$207K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$147K
3
XT
XTX Topco
Cayman Islands
-$133K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$112K
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$84.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1
Integrity Wealth Advisors
California
$1.42M -$207K -101,349 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.25M -$2.55K -1,252 -0.2%
BlackRock
3
BlackRock
New York
$379K -$1.4K -684 -0.4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$299K +$13.4K +6,557 +5%
State Street
5
State Street
Massachusetts
$101K – – –
VCM
6
Virtue Capital Management
Tennessee
$101K – – –
Northern Trust
7
Northern Trust
Illinois
$94K -$17.7K -8,660 -16%
BA
8
Bard Associates
Illinois
$84.6K -$3.98K -1,950 -4%
Lido Advisors
9
Lido Advisors
California
$59.9K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$50.6K +$50.6K +24,823 New
GAA
11
Green Alpha Advisors
Colorado
$50.3K -$72.1K -35,324 -59%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$49.2K -$147K -72,116 -75%
PI
13
PFG Investments
New York
$40.6K -$8.92K -4,373 -18%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$40K – – –
SRC
15
Shufro Rose & Co
New York
$30.6K +$30.6K +15,000 New
Morgan Stanley
16
Morgan Stanley
New York
$28.2K +$445 +218 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$25.2K – – –
UBS Group
18
UBS Group
Switzerland
$17.7K +$12.2K +6,003 +225%
Osaic Holdings
19
Osaic Holdings
Arizona
$16.3K +$5.72K +2,806 +54%
Bank of America
20
Bank of America
North Carolina
$14.7K -$7.09K -3,477 -33%
JFA
21
JNBA Financial Advisors
Minnesota
$8.16K – – –
Citigroup
22
Citigroup
New York
$8.15K +$8.15K +3,994 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6K -$496 -262 -8%
NFSG
24
Newbridge Financial Services Group
Florida
$4.15K – – –
CFFP
25
Center for Financial Planning
Michigan
$2.04K – – –
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