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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
CA
101
Centerpoint Advisors
Massachusetts
$33K +$13.7K +670 +42%
Group One Trading
102
Group One Trading
Illinois
$26.9K +$23.2K +1,130 +161%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$26.7K +$37.2K +1,816 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$22.4K +$25.5K +1,242 +436%
BG
105
Bollard Group
Massachusetts
$22K +$30.8K +1,500 New
WWM
106
Wolff Wiese Magana
California
$21.9K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$21.5K +$4.88K +238 +19%
MCM
108
Manchester Capital Management
Vermont
$19.7K
MWM
109
Mascoma Wealth Management
New Hampshire
$16.7K +$16.3K +795 +234%
SPIA
110
Steward Partners Investment Advisory
New York
$15.5K +$20.5K +1,000 +1,786%
AA
111
Addison Advisors
Vermont
$12.3K +$1.4K +68 +9%
SS
112
SBI Securities
Japan
$12K +$9.6K +468 +134%
TRCT
113
Tower Research Capital (TRC)
New York
$11K +$12.2K +597 +403%
FFA
114
Farther Finance Advisors
California
$9.81K +$6.87K +335 +106%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$9.72K +$8.12K +396 +149%
RWM
116
Rialto Wealth Management
New York
$8.82K
CFSG
117
Community Financial Services Group
Vermont
$8.59K +$11.7K +569 New
SCM
118
Sterling Capital Management
North Carolina
$8K +$11.2K +544 New
AF
119
Allworth Financial
California
$7.35K +$10.3K +500 New
AW
120
Avion Wealth
Texas
$7K +$8.57K +418 +510%
AUB
121
Atlantic Union Bankshares
Virginia
$5.88K +$4.1K +200 +100%
BWL
122
Bogart Wealth LLC
Virginia
$4.41K
TFG
123
Team Financial Group
California
$4.41K +$6.15K +300 New
IA
124
IFP Advisors
Florida
$4.04K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$3.38K -$410 -20 -8%

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.