Who Owns HeartBeam, Inc. (BEAT)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$8.82000576000499e+117T
% of Float Held
1.329254921650593e+232%
QoQ Change in Holders
+11 / -7
Price History
BEAT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Smith Salley Wealth Management | New Position | +368K | +$882.0M |
| UBS Group AG | Increased | +261K | +$769.3M |
| RITHOLTZ WEALTH MANAGEMENT | New Position | +208K | +$499.0M |
| Spectrum Asset Management, Inc. (NB/CA) | New Position | +94K | +$226.0M |
| Cannon Financial Strategists, Inc. | New Position | +73K | +$174.0M |
| Sigma Planning Corp | Increased | +19K | +$77.0M |
| Activest Wealth Management | New Position | +26K | +$61.0M |
| B. Riley Wealth Advisors, Inc. | New Position | +15K | +$36.0M |
| Clarity Financial LLC | New Position | +11K | +$25.0M |
| Blue Trust, Inc. | New Position | +2K | +$4.0M |
| Abound Wealth Management | New Position | +2K | +$3.0M |
| BlackRock, Inc. | Increased | +802K | +$853K |
| Virtu Financial LLC | New Position | +29K | +$70K |
| D'Orazio & Associates, Inc. | Increased | +16K | +$63K |
| TRUIST FINANCIAL CORP | New Position | +15K | +$36K |
BEAT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| STIFEL FINANCIAL CORP | Decreased | -49K | -$165.0M |
| GOLDMAN SACHS GROUP INC | Closed Position | -38K | -$62.3M |
| XTX Topco Ltd | Closed Position | -17K | -$27.9M |
| LPL Financial LLC | Closed Position | -16K | -$26.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Closed Position | -15K | -$24.0M |
| SMART Wealth LLC | Closed Position | -12K | -$19.8M |
| CITIGROUP INC | Decreased | -4K | -$6.4M |
| Tower Research Capital LLC (TRC) | Closed Position | -1K | -$2.1M |
| MORGAN STANLEY | Decreased | -9K | -$116K |
| BARCLAYS PLC | Closed Position | -16 | -$26K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Decreased | -800 | -$-130K |
| VANGUARD GROUP INC | Decreased | -34K | -$-157K |
Top Institutional Holders(Q4 2025)
BEAT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 41 | $3.2B | +10 |
| Q3 2025 | 31 | $1.3B | -1 |
| Q2 2025 | 32 | $1.8B | -3 |
| Q1 2025 | 35 | $3.9B | +3 |
| Q4 2024 | 32 | $242.5B | +1 |
| Q3 2024 | 31 | $278.4B | +2 |
| Q2 2024 | 29 | $270.2B | +5 |
| Q1 2024 | 24 | $201.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold BEAT (HeartBeam, Inc.). The largest holder is Smith Salley Wealth Management with $882.0M in shares. This quarter, 11 institutions opened new positions and 7 closed their positions.
Frequently Asked Questions
How many hedge funds own BEAT?
As of Q4 2025, 50 institutional investors report holding BEAT (HeartBeam, Inc.) in their 13F filings.
Who is the largest institutional holder of BEAT?
The largest institutional holder of BEAT is Smith Salley Wealth Management with $882.0M in shares.
Is institutional ownership of BEAT increasing or decreasing?
This quarter, 11 institutions opened new positions in BEAT and 7 closed their positions.