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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
US Bancorp
126
US Bancorp
Minnesota
$3.25K
AAP
127
Arax Advisory Partners
Colorado
$2.71K
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$2.29K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$2.27K
HI
130
Harbour Investments
Wisconsin
$2.22K
ATC
131
Adirondack Trust Company
New York
$2.07K
WA
132
WPG Advisers
Maryland
$1.87K
LFG
133
Larson Financial Group
Missouri
$1.47K
IAAG
134
Innovative Asset Advisors Group
Connecticut
$1.47K
GSEP
135
Golden State Equity Partners
California
$1.47K
RIAS
136
Rachor Investment Advisory Services
Michigan
$868
NSIM
137
North Star Investment Management
Illinois
$735
HFS
138
Horizon Financial Services
North Carolina
$485
HPC
139
HM Payson & Co
Maine
$441
BWM
140
Bernard Wealth Management
Michigan
$441
SWM
141
SHP Wealth Management
Massachusetts
$294
PWA
142
Physician Wealth Advisors
Utah
$265
CFM
143
Cornerstone Financial Management
Massachusetts
$235
HNB
144
Huntington National Bank
Ohio
$176
SIC
145
SJS Investment Consulting
Ohio
$133
Norges Bank
146
Norges Bank
Norway
Ameriprise
147
Ameriprise
Minnesota
Fidelity International
148
Fidelity International
Bermuda
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
SFM
150
Soros Fund Management
New York