Skip to main content

BETA Technologies, Inc. hedge fund holdings

BETANYSE
$20.50+0.24 (+1.18% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BETA · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Nov 4, 2025 to Oct 8, 2026. Price (-43.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q4 20251070$2.32B$0130Feb 14, 2026
Q1 20268049$134M$143M138May 15, 2026
Q2 202611334$140M$56.4M179Aug 14, 2026

Quarterly action breakdown

Q2 2026
179 filers
New position
58
$57M+3.4M sh
Increased
55
$82.6M+4.93M sh
Reduced
15
-$38M-2.27M sh
Out / sold
19
-$18.4M-1.1M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Empire Life Investments Inc.New Buy+$22.4M$22.4M1.25%Jul 24, 2026
Adage Capital Partners GP, L.L.C.Reduce 57.53%-$15.3M$11.3M0.02%Aug 14, 2026
Segall Bryant & Hamill, LLCNew Buy+$6.04M$6.04M0.07%Aug 12, 2026
Masters Capital Management LLCAdded 46.89%+$5.5M$17.2M0.44%Aug 14, 2026
Massachusetts Financial Services CoSell 100%-$3.31M$00.00%Aug 3, 2026
Aureus Asset Management, LLCNew Buy+$2.2M$2.2M0.13%Aug 14, 2026
Gilder Gagnon Howe & Co LLCReduce 31.18%-$2M$4.42M0.05%Aug 14, 2026
Weiss Asset Management LPNew Buy+$1.98M$1.98M0.02%Aug 14, 2026
Holocene Advisors, LPNew Buy+$1.98M$1.98M0.00%Aug 14, 2026
Axiom Investors LLCSell 100%-$1.93M$00.00%Aug 12, 2026
Cinctive Capital Management LPSell 100%-$1.81M$00.00%Aug 14, 2026
T. Rowe Price Investment Management, Inc.Added 4.63%+$1.68M$38.1M0.02%Aug 14, 2026
SCS Capital Management LLCNew Buy+$1.65M$1.65M0.02%Aug 6, 2026
Quantinno Capital Management LPAdded 119.08%+$1.51M$2.78M0.00%Aug 13, 2026
Corps Capital Advisors, LLCAdded 635.20%+$1.47M$1.7M1.37%Jul 22, 2026
HBK Investments L PSell 100%-$1.47M$00.00%Aug 14, 2026
Sora Investors LLCNew Buy+$1.44M$1.44M0.11%Aug 14, 2026
Longaeva Partners L.P.Sell 100%-$1.41M$00.00%Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 72.85%+$881K$2.09M0.00%Aug 7, 2026
VANGUARD ASSET MANAGEMENT, LtdNew Buy+$646K$646K0.00%Aug 13, 2026
Axq Capital, LPSell 100%-$566K$00.00%Aug 6, 2026
Composition Wealth, LLCNew Buy+$544K$544K0.01%Jul 22, 2026
IMC-Chicago, LLCNew Buy+$539K$539K0.00%Aug 6, 2026
Pictet Asset Management Holding SAAdded 7.85%+$485K$6.66M0.01%Jul 30, 2026
Readystate Asset Management LPSell 100%-$368K$00.00%Aug 14, 2026
SummitTX Capital, L.P.New Buy+$308K$308K0.01%Aug 14, 2026
Kingsview Wealth Management, LLCNew Buy+$288K$288K0.00%Aug 19, 2026
Evercore Wealth Management, LLCNew Buy+$263K$263K0.00%Aug 14, 2026
Cresset Asset Management, LLCNew Buy+$247K$247K0.00%Aug 14, 2026
Vanguard Investments Australia, Ltd.New Buy+$230K$230K0.00%Aug 13, 2026
KLP Kapitalforvaltning AsNew Buy+$206K$206K0.00%Aug 12, 2026
Advisors Capital Management, LLCNew Buy+$199K$199K0.00%Aug 11, 2026
IPG Investment Advisors LLCSell 100%-$192K$00.00%Aug 12, 2026
Allstate CorpNew Buy+$184K$184K0.00%Aug 13, 2026
Bessemer Group IncNew Buy+$178K$178K0.00%Aug 12, 2026
HITE Hedge Asset Management LLCReduce 0.33%-$105K$31.7M1.74%Aug 14, 2026
Capricorn Fund Managers LtdReduce 7.34%-$103K$1.3M0.10%Jul 24, 2026
Whittier Trust Co of Nevada IncNew Buy+$38.5K$38.5K0.00%Jul 28, 2026
Seven Grand Managers, LLCAdded 0.48%+$24.2K$5.03M0.20%Aug 14, 2026
Renaissance Capital LLCAdded 7.49%+$19.7K$283K0.16%Aug 5, 2026
Aster Capital Management (DIFC) LtdNew Buy+$14.4K$14.4K0.00%Aug 14, 2026
Centerpoint Advisors, LLCAdded 26.43%+$10K$48K0.01%Aug 5, 2026
Kemnay Advisory Services Inc.New Buy+$8.86K$8.86K0.00%Aug 14, 2026
Wealthfront Advisers LLCAdded 2.86%+$8.38K$301K0.00%Aug 7, 2026
Green Alpha Advisors, LLCAdded 1.30%+$4.59K$358K0.24%Aug 11, 2026
Team Financial Group, LLCSell 100%-$4.41K$00.00%Jul 13, 2026
MassMutual Private Wealth & Trust, FSBAdded 93.59%+$2.45K$5.06K0.00%Jul 2, 2026
WPG Advisers, LLCReduce 97.64%-$2.07K$500.00%Aug 6, 2026
Community Financial Services Group, LLCReduce 17.57%-$1.74K$8.15K0.00%Jul 9, 2026
Innovative Asset Advisors Group, LLCSell 100%-$1.47K$00.00%Aug 5, 2026
Versant Capital Management, IncNew Buy+$1.17K$1.17K0.00%Jul 2, 2026
Addison Advisors LLCAdded 7.53%+$1.06K$15.1K0.01%Aug 10, 2026
Bare Financial Services, IncNew Buy+$1.04K$1.04K0.00%Jul 27, 2026
Roble, Belko & Company, IncNew Buy+$1K$1K0.00%Jul 24, 2026
Rachor Investment Advisory Services, LLCSell 100%-$868$00.00%Jul 16, 2026
SHP Wealth ManagementAdded 135.00%+$452$7870.00%Aug 11, 2026
Bernard Wealth Management Corp.Sell 100%-$441$00.00%Aug 21, 2026
Investors Portfolio Services LLCNew Buy+$419$4190.00%Aug 14, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.