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BETA

Beta Technologies Inc

137 hedge funds and large institutions have $3.12B invested in Beta Technologies Inc in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.19% more ownership

Funds ownership: 0%50.19% (+50%)

13% more call options, than puts

Call options by funds: $4.76M | Put options by funds: $4.22M

Holders
137
Holders Change
+137
Holders Change %
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
137
Increased
Reduced
Closed
Calls
$4.76M
Puts
$4.22M
Net Calls
+$536K
Net Calls Change
+$536K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
101
Rialto Wealth Management
New York
$16.9K +$17.9K +600 New
PFBT
102
Parkside Financial Bank & Trust
Missouri
$14.1K +$14.9K +500 New
TH
103
TCTC Holdings
Texas
$11.3K +$11.9K +400 New
ACM
104
Aster Capital Management
United Arab Emirates
$10.2K +$10.8K +363 New
SS
105
SBI Securities
Japan
$9.87K +$10.4K +350 New
MWM
106
Mascoma Wealth Management
New Hampshire
$9.59K +$10.1K +340 New
FFA
107
Farther Finance Advisors
California
$8.89K +$9.4K +315 New
BWL
108
Bogart Wealth LLC
Virginia
$8.46K +$8.95K +300 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$8K +$8.51K +285 New
IA
110
IFP Advisors
Florida
$7.76K +$8.21K +275 New
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$7.62K +$8.06K +270 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$7.47K +$7.91K +265 New
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$7.05K +$7.46K +250 New
AUB
114
Atlantic Union Bankshares
Virginia
$5.64K +$5.97K +200 New
RIAS
115
Rachor Investment Advisory Services
Michigan
$5.02K +$5.31K +178 New
BIA
116
Bell Investment Advisors
California
$4.94K +$5.22K +175 New
TRCT
117
Tower Research Capital (TRC)
New York
$4.17K +$4.42K +148 New
ATC
118
Adirondack Trust Company
New York
$3.98K +$4.21K +141 New
NSIM
119
North Star Investment Management
Illinois
$3.87K +$4.09K +137 New
Comerica Bank
120
Comerica Bank
Texas
$2.85K +$3.01K +101 New
LFG
121
Larson Financial Group
Missouri
$2.82K +$2.98K +100 New
MA
122
MCF Advisors
Kentucky
$2.82K +$2.98K +100 New
OP
123
ORG Partners
Indiana
$2.82K +$2.98K +100 New
AW
124
Avion Wealth
Texas
$2K +$2.45K +82 New
GRP
125
Global Retirement Partners
California
$1.98K +$2.09K +70 New