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Beam Global

42 hedge funds and large institutions have $3.77M invested in Beam Global in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,048% more call options, than puts

Call options by funds: $494K | Put options by funds: $23K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 4042 (+2)

0.24% less ownership

Funds ownership: 13.74%13.51% (-0.24%)

5% less capital invested

Capital invested by funds: $3.97M → $3.77M (-$197K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
7
Closed
8
Calls
$494K
Puts
$23K
Net Calls
+$471K
Net Calls Change
-$409K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1
Integrity Wealth Advisors
California
$1.23M +$149K +94,643 +13%
VCM
2
Vanguard Capital Management
Pennsylvania
$970K +$1.04M +660,087 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$341K +$99.7K +63,326 +38%
BlackRock
4
BlackRock
New York
$221K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$145K -$17.2K -10,908 -10%
VFT
6
Vanguard Fiduciary Trust
Pennsylvania
$135K +$145K +92,014 New
Renaissance Technologies
7
Renaissance Technologies
New York
$124K -$62K -39,400 -32%
State Street
8
State Street
Massachusetts
$85.6K
VCM
9
Virtue Capital Management
Tennessee
$68.5K
GAA
10
Green Alpha Advisors
Colorado
$58K -$12.5K -7,949 -17%
Northern Trust
11
Northern Trust
Illinois
$49K
Lido Advisors
12
Lido Advisors
California
$43.1K
UBS Group
13
UBS Group
Switzerland
$41K +$20.3K +12,862 +86%
Osaic Holdings
14
Osaic Holdings
Arizona
$32.2K -$494 -314 -1%
RS
15
R Squared
Hong Kong
$26.4K +$28.3K +17,949 New
PI
16
PFG Investments
New York
$26K -$5.95K -3,780 -18%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$25K
SRC
18
Shufro Rose & Co
New York
$22.1K
Group One Trading
19
Group One Trading
Illinois
$20.2K +$7K +4,445 +48%
Simplex Trading
20
Simplex Trading
Illinois
$20.2K +$21.7K +13,754 New
TSS
21
Two Sigma Securities
New York
$18.4K +$19.7K +12,512 New
EGM
22
Engineers Gate Manager
New York
$18.3K +$3.02K +1,916 +18%
Morgan Stanley
23
Morgan Stanley
New York
$18K -$8 -5 -0%
SAM
24
Smartleaf Asset Management
Massachusetts
$6.85K
JFA
25
JNBA Financial Advisors
Minnesota
$5.88K +$6.3K +4,000 New