Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Beta Technologies Inc (BETA)

183 + Investors. Track Smart Money conviction in BETA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
3Q ▲
Buyers last Q
74%

Smart Money Signals — BETA

Based on 187 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BETA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
187 hedge funds hold BETA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +18600% more funds vs a year ago

fund count last 6Q
+186 new funds entered over the past year (+18600% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

139 buying49 selling
Last quarter: 139 funds were net buyers (71 opened a brand new position + 68 added to an existing one). Only 49 were sellers (20 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new BETA position: 0 → 135 → 49 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 95% entered in last year

■ 2% conviction (2yr+) ■ 3% medium ■ 95% new
Only 3 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +25% but shares only +8% — price-driven

Value
+25%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~71 new funds/quarter

1 → 0 → 135 → 49 → 71 new funds/Q
New funds entering each quarter: 0 → 135 → 49 → 71. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 192 current holders: 186 (97%) entered in the past year, only 6 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
42 of 185 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in BETA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BETA

In 2026 Q2, 139 hedge funds were net buyers of BETA (71 opened a new position, 68 added to an existing one), while 49 reduced or exited (20 trimmed, 29 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in BETA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 187.

Hedge Fund Ownership: BETA

How many hedge funds hold BETA — quarterly history vs. share price
Quarterly hedge fund ownership of BETA vs. share price

Market Analysis: BETA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BETA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Beta Technologies Inc (BETA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BETA has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
BETA
+24.8%
XLI
-8.4%

BETA outperformed XLI by +33.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
BETA
-15.9%
XLI
-9.0%

Since the filing became public, BETA outperformed XLI by -6.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: BETA
183 + Investors

Track Smart Money conviction in BETA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 183 145 26.21%
13F Shares 115M 108M 6.6%
Total Value $1.89B $1.56B 21.38%
New Positions 70 49 +21
Increased Positions 67 45 +22
Closed Positions 30 40 -10
Reduced Positions 18 29 -11
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: BETA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q2)

183 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BETA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BETA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 General Electric Co 92.23% 20,310,407 $340.2M
2 Tpg GP A, LLC 5.49% 16,395,435 $274.6M
3 Amazon Com Inc 4.45% 11,753,896 $196.9M
4 Liberty Street Advisors, Inc. 3.30% 999,202 $16.7M
5 HITE Hedge Asset Management LLC 1.74% 1,892,275 $31.7M
6 Corps Capital Advisors, LLC 1.37% 101,752 $1.7M
7 Empire Life Investments Inc. 1.25% 1,337,839 $22.4M
8 Marino Management, LLC 1.10% 313,992 $5.3M
9 Masters Capital Management LLC 0.44% 1,028,200 $17.2M
10 Granahan Investment Management, LLC 0.25% 422,493 $7.1M
11 Green Alpha Advisors, LLC 0.24% 21,346 $358K
12 Seven Grand Managers, LLC 0.20% 300,000 $5.0M
13 Renaissance Capital LLC 0.16% 16,871 $283K
14 Burkehill Global Management, LP 0.14% 225,000 $3.8M
15 Aureus Asset Management, LLC 0.13% 131,594 $2.2M
16 Sora Investors LLC 0.11% 86,000 $1.4M
17 Capricorn Fund Managers Ltd 0.10% 77,550 $1.3M
18 Segall Bryant & Hamill, LLC 0.07% 360,845 $6.0M
19 J. Derek Lewis & Associates Inc. 0.05% 14,600 $245K
20 Gilder Gagnon Howe & Co LLC 0.05% 263,765 $4.4M
21 Moody National Bank Trust Division 0.04% 26,587 $445K
22 Clean Yield Group 0.03% 8,324 $139K
23 Ghisallo Capital Management LLC 0.03% 100,000 $1.7M
24 State of Wyoming 0.03% 16,437 $275K
25 Fmr LLC 0.02% 33,338,140 $558.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Beta Technologies Inc (BETA)

What does the Smart Money Trend signal show for BETA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BETA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BETA?

More buyers than sellers — 74% buying: Last quarter: 139 funds were net buyers (71 opened a brand new position + 68 added to an existing one). Only 49 were sellers (20 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BETA holders?

Elite ownership — 45% AUM from top-100 funds: 42 of 185 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in BETA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BETA?

Mostly new holders — 95% entered in last year: Only 3 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Beta Technologies Inc (BETA) following the 2026 Q2 hedge fund 13F filings?

As of today, BETA has moved -15.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.0% for the XLI sector ETF — an outperformance of -6.9%. Since the quarter end (June 30, 2026), BETA has gained +24.8% vs -8.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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