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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
CC
76
Centiva Capital
New York
$252K +$352K +17,145 New
RC
77
Renaissance Capital
Connecticut
$250K -$5.21K -254 -2%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$245K -$7.65K -373 -2%
Man Group
79
Man Group
United Kingdom
$231K +$322K +15,723 New
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$230K +$169K +8,226 +111%
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$229K +$320K +15,601 New
BFM
82
Boothbay Fund Management
New York
$216K +$86.1K +4,196 +40%
CCA
83
Corps Capital Advisors
Texas
$203K +$103K +5,040 +57%
SEI Investments
84
SEI Investments
Pennsylvania
$194K +$67.4K +3,286 +33%
IIA
85
IPG Investment Advisors
California
$192K +$268K +13,050 New
VGA
86
Vanguard Global Advisers
Pennsylvania
$178K +$248K +12,099 New
SFS
87
Sowell Financial Services
Arkansas
$165K +$230K +11,222 New
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$153K -$57.1K -2,784 -21%
PFSRSONJ
89
Police & Firemen's Retirement System of New Jersey
New Jersey
$136K +$190K +9,258 New
CYG
90
Clean Yield Group
Vermont
$122K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$108K -$131K -6,404 -47%
SO
92
STRS Ohio
Ohio
$85.3K +$119K +5,800 New
Simplex Trading
93
Simplex Trading
Illinois
$77.3K +$83K +4,049 +334%
CIAM
94
Caitong International Asset Management
Hong Kong
$71.3K +$99.5K +4,849 New
Osaic Holdings
95
Osaic Holdings
Arizona
$58.2K +$7.83K +382 +11%
PA
96
Parallel Advisors
California
$48.9K +$14K +685 +26%
Legal & General Group
97
Legal & General Group
United Kingdom
$42.8K -$101K -4,909 -63%
AIP
98
Ameritas Investment Partners
Nebraska
$40K +$55.8K +2,722 New
Russell Investments Group
99
Russell Investments Group
United Kingdom
$36.9K +$51.5K +2,510 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$33.3K +$48.4K +2,360 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.