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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
Barclays
51
Barclays
United Kingdom
$901K +$1.26M +61,300 New
XT
52
XTX Topco
Cayman Islands
$883K +$1.23M +60,068 New
Millennium Management
53
Millennium Management
New York
$769K -$3.04M -148,353 -74%
WP
54
Woodline Partners
California
$735K
N
55
Nuveen
North Carolina
$591K +$825K +40,214 New
SSA
56
Schonfeld Strategic Advisors
New York
$584K -$1.94M -94,629 -70%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$577K -$22.1M -1,077,779 -96%
AC
58
AXQ Capital
New Jersey
$566K +$789K +38,471 New
FFA
59
First Foundation Advisors
California
$524K +$731K +35,650 New
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$503K +$499K +24,312 +246%
AllianceBernstein
61
AllianceBernstein
Tennessee
$502K -$43.6M -2,126,071 -99%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$444K +$620K +30,233 New
Raymond James Financial
63
Raymond James Financial
Florida
$429K +$263K +12,836 +78%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$410K +$572K +27,900 New
MNBTD
65
Moody National Bank Trust Division
Texas
$391K +$545K +26,587 New
RAM
66
Readystate Asset Management
Illinois
$368K +$82K +4,000 +19%
Wells Fargo
67
Wells Fargo
California
$359K +$345K +16,830 +222%
Deutsche Bank
68
Deutsche Bank
Germany
$358K +$500K +24,364 New
Citigroup
69
Citigroup
New York
$319K +$445K +21,701 New
GAA
70
Green Alpha Advisors
Colorado
$310K -$6.17K -301 -1%
QT
71
Quantbot Technologies
New York
$303K +$422K +20,583 New
LPL Financial
72
LPL Financial
California
$299K +$147K +7,172 +54%
Marshall Wace
73
Marshall Wace
United Kingdom
$295K -$7.34M -357,727 -95%
MIM
74
MetLife Investment Management
New Jersey
$274K +$382K +18,643 New
Wealthfront Advisers
75
Wealthfront Advisers
California
$257K +$358K +17,458 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.