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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.7M
Puts
$6.44M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Centerpoint Advisors
Massachusetts
$33K
Group One Trading
102
Group One Trading
Illinois
$26.9K
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$26.7K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$22.4K
BG
105
Bollard Group
Massachusetts
$22K
WWM
106
Wolff Wiese Magana
California
$21.9K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$21.5K
MCM
108
Manchester Capital Management
Vermont
$19.7K
MWM
109
Mascoma Wealth Management
New Hampshire
$16.7K
SPIA
110
Steward Partners Investment Advisory
New York
$15.5K
AA
111
Addison Advisors
Vermont
$12.3K
SS
112
SBI Securities
Japan
$12K
TRCT
113
Tower Research Capital (TRC)
New York
$11K
FFA
114
Farther Finance Advisors
California
$9.81K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$9.72K
RWM
116
Rialto Wealth Management
New York
$8.82K
CFSG
117
Community Financial Services Group
Vermont
$8.59K
SCM
118
Sterling Capital Management
North Carolina
$8K
AF
119
Allworth Financial
California
$7.35K
AW
120
Avion Wealth
Texas
$7K
AUB
121
Atlantic Union Bankshares
Virginia
$5.88K
BWL
122
Bogart Wealth LLC
Virginia
$4.41K
TFG
123
Team Financial Group
California
$4.41K
IA
124
IFP Advisors
Florida
$4.04K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$3.38K