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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
US Bancorp
126
US Bancorp
Minnesota
$3.25K -$35.9K -1,750 -89%
AAP
127
Arax Advisory Partners
Colorado
$2.71K +$3.42K +167 New
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$2.29K +$3.2K +156 New
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$2.27K +$3.16K +154 New
HI
130
Harbour Investments
Wisconsin
$2.22K +$3.1K +151 New
ATC
131
Adirondack Trust Company
New York
$2.07K
WA
132
WPG Advisers
Maryland
$1.87K +$2.3K +112 +747%
LFG
133
Larson Financial Group
Missouri
$1.47K
GSEP
134
Golden State Equity Partners
California
$1.47K +$2.05K +100 New
IAAG
135
Innovative Asset Advisors Group
Connecticut
$1.47K +$2.05K +100 New
RIAS
136
Rachor Investment Advisory Services
Michigan
$868 -$2.44K -119 -67%
NSIM
137
North Star Investment Management
Illinois
$735 -$1.78K -87 -64%
HFS
138
Horizon Financial Services
North Carolina
$485
HPC
139
HM Payson & Co
Maine
$441 -$349 -17 -36%
BWM
140
Bernard Wealth Management
Michigan
$441
SWM
141
SHP Wealth Management
Massachusetts
$294
PWA
142
Physician Wealth Advisors
Utah
$265 -$718 -35 -66%
CFM
143
Cornerstone Financial Management
Massachusetts
$235
HNB
144
Huntington National Bank
Ohio
$176 +$246 +12 New
SIC
145
SJS Investment Consulting
Ohio
$133 -$636 -31 -78%
Norges Bank
146
Norges Bank
Norway
-$41.5M -1,470,589 Closed
Ameriprise
147
Ameriprise
Minnesota
-$22.7M -804,247 Closed
Fidelity International
148
Fidelity International
Bermuda
-$13M -459,237 Closed
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
-$8.1M -287,241 Closed
SFM
150
Soros Fund Management
New York
-$7.57M -268,520 Closed

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.