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BETA

Beta Technologies Inc
BETA

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: 4 → 5 (+1)

6% more funds holding

Funds holding: 137 → 145 (+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
1.79%
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

Top Buyers

1
State Street
State Street
Massachusetts
+$40.3M
2
HHAM
HITE Hedge Asset Management
Massachusetts
+$26.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$18.8M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$16.7M
5
MCM
Masters Capital Management
Georgia
+$14.4M

Top Sellers

1
GE
General Electric
Ohio
-$52.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$43.6M
3
Ameriprise
Ameriprise
Minnesota
-$22.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$22.1M
5
Fidelity International
Fidelity International
Bermuda
-$13M
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
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