BETA TECHNOLOGIES INC -CL A (BETA) Institutional Ownership Changes & 13F Activity
BETA TECHNOLOGIES INC -CL A (BETA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fmr Llc, Alliancebernstein L.P., Price T Rowe Associates Inc, Citadel Advisors Llc, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +16 | — | 16 | $451.00 | Q4 2025 | Aug 28, 2026 |
| Shp Wealth Management | Buy | +20 | — | 20 | $564.00 | Q4 2025 | Mar 04, 2026 |
| Bell Investment Advisors, Inc | Buy | +175 | — | 175 | $4.94K | Q4 2025 | Feb 24, 2026 |
| Raymond James Financial Inc | Buy | +16,355 | — | 16,355 | $461.37K | Q4 2025 | Feb 18, 2026 |
| Fmr Llc | Buy | +33,079,297 | — | 33,079,297 | $933.17M | Q4 2025 | Feb 17, 2026 |
| Alliancebernstein L.P. | Buy | +2,143,851 | — | 2,143,851 | $60.48M | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +1,116,995 | — | 1,116,995 | $31.51M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +1,026,005 | — | 1,026,005 | $28.94M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +804,247 | — | 804,247 | $22.69M | Q4 2025 | Feb 17, 2026 |
| Adage Capital Partners Gp, L.L.C. | Buy | +770,689 | — | 770,689 | $21.74M | Q4 2025 | Feb 17, 2026 |
| Gilder Gagnon Howe & Co Llc | Buy | +617,864 | — | 617,864 | $17.43M | Q4 2025 | Feb 17, 2026 |
| Fil Ltd | Buy | +459,237 | — | 459,237 | $12.96M | Q4 2025 | Feb 17, 2026 |
| Granahan Investment Management, Llc | Buy | +438,351 | — | 438,351 | $12.37M | Q4 2025 | Feb 17, 2026 |
| Longaeva Partners L.P. | Buy | +349,608 | — | 349,608 | $9.86M | Q4 2025 | Feb 17, 2026 |
| Balyasny Asset Management L.P. | Buy | +287,241 | — | 287,241 | $8.10M | Q4 2025 | Feb 17, 2026 |
| Ghisallo Capital Management Llc | Buy | +250,000 | — | 250,000 | $7.05M | Q4 2025 | Feb 17, 2026 |
| Burkehill Global Management, Lp | Buy | +225,000 | — | 225,000 | $6.35M | Q4 2025 | Feb 17, 2026 |
| Lmr Partners Llp | Buy | +200,968 | — | 200,968 | $5.67M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +200,657 | — | 200,657 | $5.66M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +188,061 | — | 188,061 | $5.31M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +160,290 | — | 160,290 | $4.52M | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +134,349 | — | 134,349 | $3.79M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +115,028 | — | 115,028 | $3.24M | Q4 2025 | Feb 17, 2026 |
| Hbk Investments L P | Buy | +100,000 | — | 100,000 | $2.82M | Q4 2025 | Feb 17, 2026 |
| Zimmer Partners, Lp | Buy | +75,000 | — | 75,000 | $2.12M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +63,410 | — | 63,410 | $1.79M | Q4 2025 | Feb 17, 2026 |
| Bluecrest Capital Management Ltd | Buy | +50,000 | — | 50,000 | $1.41M | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management Lp | Buy | +50,000 | — | 50,000 | $1.41M | Q4 2025 | Feb 17, 2026 |
| Woodline Partners Lp | Buy | +50,000 | — | 50,000 | $1.41M | Q4 2025 | Feb 17, 2026 |
| Symmetry Investments Lp | Buy | +45,000 | — | 45,000 | $1.27M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about BETA activity
Which institutional owners are buying BETA?
Institutional owners buying BETA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BETA activity?
"Buy" means an investor increased their reported position in BETA compared to the prior reporting period. This reflects growing exposure to BETA TECHNOLOGIES INC -CL A (BETA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BETA increasing?
Institutional interest in BETA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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