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Beam Global

38 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, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-3
Holders Change %
-7.32%
% 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
9
Reduced
9
Closed
7
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
1
Integrity Wealth Advisors
California
$1.05M +$34.7K +23,789 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$886K -$10.8K -7,373 -1%
BlackRock
3
BlackRock
New York
$219K -$51.8K -35,458 -19%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$214K -$555 -380 -0.3%
UBS Group
5
UBS Group
Switzerland
$138K +$125K +85,546 +986%
VCM
6
Virtue Capital Management
Tennessee
$73K
State Street
7
State Street
Massachusetts
$72.3K
Northern Trust
8
Northern Trust
Illinois
$48.6K -$18.6K -12,756 -28%
Lido Advisors
9
Lido Advisors
California
$42.8K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$34.8K -$438 -300 -1%
GAA
11
Green Alpha Advisors
Colorado
$31.8K -$4.19K -2,869 -12%
SRC
12
Shufro Rose & Co
New York
$30.6K
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$29K -$469 -312 -2%
PI
14
PFG Investments
New York
$28.6K -$438 -300 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$25.7K +$25.7K +17,600 New
Morgan Stanley
16
Morgan Stanley
New York
$20.2K
Osaic Holdings
17
Osaic Holdings
Arizona
$15.9K -$9.16K -2,920 -36%
Bank of America
18
Bank of America
North Carolina
$10.5K +$44 +30 +0.4%
BBA
19
Baader Bank Aktiengesellschaft
Germany
$9.2K +$9.2K +10,200 New
JFA
20
JNBA Financial Advisors
Minnesota
$5.84K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5K
TRCT
22
Tower Research Capital (TRC)
New York
$4.22K +$3.89K +2,662 +1,168%
NFSG
23
Newbridge Financial Services Group
Florida
$2.97K
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.22K +$2.09K +1,328 +1,509%
Simplex Trading
25
Simplex Trading
Illinois
$2K +$1.06K +971 +113%