Beta Technologies, Inc.: which funds bought and sold
Institutions that bought and sold Beta Technologies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 133 institutions that filed 13F reports for both quarters added to or opened positions in Beta Technologies, and 46 cut or closed them. Together they added a net 5.2M shares, +4.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 86K shares (−0.2%); index fund managers were net buyers of 1.7M shares (+18.6%). 66 opened a new position and 26 sold out entirely.
Bought, Q2 2026 133 institutions, 66 of them new holders Sold, Q2 2026 46 institutions, 26 of them sold out
Net change, all compared +5.2M shares (+4.8%)
Net change, active managers −86K shares (−0.2%), 18 bought, 17 sold
Buyers versus sellers
133 bought 31 46 sold
Active managers and hedge funds 18 bought · 17 sold · −86K
Index fund managers 7 bought · 1 sold · +1.7M
Other institutions 108 bought · 28 sold · +3.6M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Empire Life Investments Inc. | +1.3M New position | 1.3M | $22.4M |
| Millennium Management LLC Hedge fund | +919K +1757.0% | 971K | $16.3M |
| Vanguard Portfolio Management LLC Index funds | +548K +40.6% | 1.9M | $31.8M |
| State Street Corp Index funds | +475K +22.6% | 2.6M | $43.2M |
| Vanguard Capital Management LLC Index funds | +423K +30.2% | 1.8M | $30.5M |
| AQR Capital Management LLC Hedge fund | +416K New position | 416K | $7M |
| Segall Bryant & Hamill, LLC Active manager | +361K New position | 361K | $6M |
| Masters Capital Management LLC Hedge fund | +328K +46.9% | 1.0M | $17.2M |
| Clearbridge Investments, LLC Active manager | +165K +22.8% | 890K | $14.9M |
| Morgan Stanley | +161K +39.9% | 563K | $9.4M |
| UBS Group AG | +158K +58.5% | 429K | $7.2M |
| Blackrock, Inc. Index funds | +153K +5.5% | 2.9M | $49.1M |
| FMR LLC Active manager | +151K +0.5% | 33.3M | $558M |
| Marshall Wace, LLP Hedge fund | +141K +703.8% | 161K | $2.7M |
| Aureus Asset Management, LLC | +132K New position | 132K | $2.2M |
| Nuveen, LLC | +125K +310.0% | 165K | $2.8M |
| Squarepoint Ops LLC Hedge fund | +122K New position | 122K | $2M |
| Holocene Advisors, LP Hedge fund | +118K New position | 118K | $2M |
| Trexquant Investment LP Hedge fund | +116K New position | 116K | $1.9M |
| Swiss National Bank | +109K New position | 109K | $1.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | +919K +1757.0% | 971K | $16.3M |
| AQR Capital Management LLC Hedge fund | +416K New position | 416K | $7M |
| Segall Bryant & Hamill, LLC Active manager | +361K New position | 361K | $6M |
| Masters Capital Management LLC Hedge fund | +328K +46.9% | 1.0M | $17.2M |
| Clearbridge Investments, LLC Active manager | +165K +22.8% | 890K | $14.9M |
| FMR LLC Active manager | +151K +0.5% | 33.3M | $558M |
| Marshall Wace, LLP Hedge fund | +141K +703.8% | 161K | $2.7M |
| Squarepoint Ops LLC Hedge fund | +122K New position | 122K | $2M |
| Holocene Advisors, LP Hedge fund | +118K New position | 118K | $2M |
| Trexquant Investment LP Hedge fund | +116K New position | 116K | $1.9M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Adage Capital Partners Gp, L.L.C. Hedge fund | −911K −57.5% | 673K | $11.3M |
| Federated Hermes, Inc. Active manager | −814K −96.5% | 30K | $499,837 |
| Massachusetts Financial Services Co Active manager | −225K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −211K Sold out | 0 | — |
| LMR Partners LLP Hedge fund | −201K Sold out | 0 | — |
| Ghisallo Capital Management LLC Hedge fund | −150K −60.0% | 100K | $1.7M |
| Axiom Investors LLC Active manager | −131K Sold out | 0 | — |
| Cinctive Capital Management LP Hedge fund | −123K Sold out | 0 | — |
| Gilder Gagnon Howe & Co LLC Active manager | −119K −31.2% | 264K | $4.4M |
| HBK Investments L P Hedge fund | −100K Sold out | 0 | — |
| Longaeva Partners L.P. | −96K Sold out | 0 | — |
| Jump Financial, LLC | −91K −72.5% | 34K | $574,910 |
| Walleye Capital LLC Hedge fund | −82K Sold out | 0 | — |
| Susquehanna International Group, LLP | −64K −32.0% | 136K | $2.3M |
| Xtx Topco Ltd | −60K Sold out | 0 | — |
| Barclays PLC | −52K −85.0% | 9,201 | $154,118 |
| Schonfeld Strategic Advisors LLC Hedge fund | −40K Sold out | 0 | — |
| Axq Capital, LP | −38K Sold out | 0 | — |
| Readystate Asset Management LP | −25K Sold out | 0 | — |
| Woodline Partners LP Hedge fund | −25K −50.0% | 25K | $418,750 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Adage Capital Partners Gp, L.L.C. Hedge fund | −911K −57.5% | 673K | $11.3M |
| Federated Hermes, Inc. Active manager | −814K −96.5% | 30K | $499,837 |
| Massachusetts Financial Services Co Active manager | −225K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −211K Sold out | 0 | — |
| LMR Partners LLP Hedge fund | −201K Sold out | 0 | — |
| Ghisallo Capital Management LLC Hedge fund | −150K −60.0% | 100K | $1.7M |
| Axiom Investors LLC Active manager | −131K Sold out | 0 | — |
| Cinctive Capital Management LP Hedge fund | −123K Sold out | 0 | — |
| Gilder Gagnon Howe & Co LLC Active manager | −119K −31.2% | 264K | $4.4M |
| HBK Investments L P Hedge fund | −100K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Empire Life Investments Inc. | 1.3M | $22.4M |
| AQR Capital Management LLCHedge fund | 416K | $7M |
| Segall Bryant & Hamill, LLCActive manager | 361K | $6M |
| Aureus Asset Management, LLC | 132K | $2.2M |
| Squarepoint Ops LLCHedge fund | 122K | $2M |
| Holocene Advisors, LPHedge fund | 118K | $2M |
| Trexquant Investment LPHedge fund | 116K | $1.9M |
| Swiss National Bank | 109K | $1.8M |
| Scs Capital Management LLC | 98K | $1.6M |
| Sora Investors LLC | 86K | $1.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Massachusetts Financial Services CoActive manager | 225K | $3.3M |
| Two Sigma Investments, LPHedge fund | 211K | $3.1M |
| LMR Partners LLPHedge fund | 201K | $3M |
| Axiom Investors LLCActive manager | 131K | $1.9M |
| Cinctive Capital Management LPHedge fund | 123K | $1.8M |
| HBK Investments L PHedge fund | 100K | $1.5M |
| Longaeva Partners L.P. | 96K | $1.4M |
| Walleye Capital LLCHedge fund | 82K | $1.2M |
| Xtx Topco Ltd | 60K | $883,000 |
| Schonfeld Strategic Advisors LLCHedge fund | 40K | $583,883 |
Who holds the shares
- Institutions reporting
- 189
- Ten largest holders
- 83.2% of 13F-reported shares
- Index fund managers
- 9.3% of 13F-reported shares
- Active managers and hedge funds
- 37.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 18 | 17 | 9 | 12 | −86K | −0.2% |
| Index fund managers | 7 | 1 | 0 | 0 | +1.7M | +18.6% |
| Other institutions | 108 | 28 | 57 | 14 | +3.6M | +6.4% |