We are live on ! Find out more
BEEM icon

Beam Global

39 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, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0.56% less ownership

Funds ownership: 13.9%13.35% (-0.56%)

9% less funds holding

Funds holding: 4339 (-4)

28% less capital invested

Capital invested by funds: $4.19M → $3.01M (-$1.18M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% 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
10
Reduced
8
Closed
8
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1
Integrity Wealth Advisors
California
$1.05M +$38K +23,789 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$886K -$11.8K -7,373 -1%
BlackRock
3
BlackRock
New York
$219K -$56.6K -35,458 -19%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$214K -$607 -380 -0.3%
UBS Group
5
UBS Group
Switzerland
$138K +$137K +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 -$20.4K -12,756 -28%
Lido Advisors
9
Lido Advisors
California
$42.8K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$34.8K -$479 -300 -1%
GAA
11
Green Alpha Advisors
Colorado
$31.8K -$4.58K -2,869 -12%
SRC
12
Shufro Rose & Co
New York
$30.6K
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$29K -$498 -312 -2%
PI
14
PFG Investments
New York
$28.6K -$479 -300 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$25.7K +$28.1K +17,600 New
Morgan Stanley
16
Morgan Stanley
New York
$20.2K
Osaic Holdings
17
Osaic Holdings
Arizona
$19.6K +$8.64K +5,411 +68%
Bank of America
18
Bank of America
North Carolina
$10.5K +$48 +30 +0.4%
BBA
19
Baader Bank Aktiengesellschaft
Germany
$9.2K +$16.3K +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 +$4.25K +2,662 +1,168%
NFSG
23
Newbridge Financial Services Group
Florida
$2.97K
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.22K +$2.12K +1,328 +1,509%
Simplex Trading
25
Simplex Trading
Illinois
$2K +$1.55K +971 +113%

BEEM Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Beam Global (BEEM) for Q2 2025, worth a combined $3.01M — down 28% from $4.19M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BEEM and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was UBS Group, adding an estimated $137K. The largest seller was Bard Associates, exiting entirely with an estimated $84.6K sold.

  • 39 institutional investors held Beam Global (BEEM) as of Q2 2025, down from 43 in Q1 2025.
  • Funds reported $3.01M of Beam Global stock for Q2 2025, down 28% quarter-over-quarter.
  • 4 funds opened new Beam Global positions in Q2 2025 and 8 closed out, a net change of -4 holders.
  • The largest Beam Global buyer in Q2 2025 was UBS Group, an estimated $137K added.
  • The largest Beam Global seller in Q2 2025 was Bard Associates, an estimated $84.6K sold.

Based on aggregated 13F filings for Q2 2025.