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BETA

Beta Technologies Inc

145 hedge funds and large institutions have $1.59B invested in Beta Technologies Inc in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 137145 (+8)

1.43% less ownership

Funds ownership: 50.19%48.76% (-1.4%)

43% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $6.44M

49% less capital invested

Capital invested by funds: $3.12B → $1.59B (-$1.54B)

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
49
Increased
46
Reduced
28
Closed
35
Calls
$3.7M
Puts
$6.44M
Net Calls
-$2.74M
Net Calls Change
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$488M +$2.22M +108,093 +0.3%
GE
2
General Electric
Ohio
$299M -$52.4M -2,552,467 -11%
TGA
3
TPG GP A
Texas
$241M
ACI
4
Amazon.com Inc
Washington
$173M
BlackRock
5
BlackRock
New York
$40.8M +$3.34M +163,030 +6%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$31.9M +$18.8M +918,868 +73%
State Street
7
State Street
Massachusetts
$30.9M +$40.3M +1,967,104 +1,469%
HHAM
8
HITE Hedge Asset Management
Massachusetts
$27.9M +$26.4M +1,285,691 +210%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$23.3M +$16.7M +812,905 +105%
VCM
10
Vanguard Capital Management
Pennsylvania
$20.6M +$28.7M +1,398,059 New
VPM
11
Vanguard Portfolio Management
Pennsylvania
$19.8M +$27.6M +1,348,096 New
LSA
12
Liberty Street Advisors
New York
$14.7M
Federated Hermes
13
Federated Hermes
Pennsylvania
$12.4M -$4.75M -231,700 -22%
Citadel Advisors
14
Citadel Advisors
Florida
$12.3M -$3.94M -192,078 -19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11M +$8.5M +414,261 +125%
ClearBridge Investments
16
ClearBridge Investments
New York
$10.7M +$1.49M +72,538 +11%
MCM
17
Masters Capital Management
Georgia
$10.3M +$14.4M +700,000 New
Invesco
18
Invesco
Georgia
$6.49M +$9.05M +441,157 New
GIM
19
Granahan Investment Management
Massachusetts
$6.35M -$131K -6,393 -1%
Morgan Stanley
20
Morgan Stanley
New York
$5.91M +$5.02M +244,611 +155%
GGHC
21
Gilder Gagnon Howe & Co
New York
$5.63M -$4.81M -234,610 -38%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$5.42M -$356K -17,373 -4%
Bank of America
23
Bank of America
North Carolina
$5.12M +$3.85M +187,807 +117%
Charles Schwab
24
Charles Schwab
California
$5M +$1.55M +75,454 +29%
MM
25
Marino Management
Connecticut
$4.62M +$6.44M +313,992 New

BETA Hedge Fund Activity: Q1 2026 in Review

145 of the 8,143 institutional investors tracked by Wall St. Rank reported a position in Beta Technologies Inc (BETA) for Q1 2026, worth a combined $1.59B — down 49% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BETA positions and 35 closed out — a net gain of 14 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was State Street, adding an estimated $40.3M. The largest seller was General Electric, cutting an estimated $52.4M.

  • 145 institutional investors held Beta Technologies Inc (BETA) as of Q1 2026, up from 137 in Q4 2025.
  • Funds reported $1.59B of Beta Technologies Inc stock for Q1 2026, down 49% quarter-over-quarter.
  • 49 funds opened new Beta Technologies Inc positions in Q1 2026 and 35 closed out, a net change of +14 holders.
  • The largest Beta Technologies Inc buyer in Q1 2026 was State Street, an estimated $40.3M added.
  • The largest Beta Technologies Inc seller in Q1 2026 was General Electric, an estimated $52.4M sold.

Based on aggregated 13F filings for Q1 2026.