BBT

Beacon Financial Corp

277 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

66.53% less ownership

Funds ownership: 157.71%91.19% (-67%)

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$32K
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$30.1K
MA
228
Montag & Associates
Georgia
$24.9K
Los Angeles Capital Management
229
Los Angeles Capital Management
California
$24.4K
Bessemer Group
230
Bessemer Group
New Jersey
$23K
GEA
231
Glen Eagle Advisors
New Jersey
$20.3K
WT
232
Whittier Trust
California
$19.6K
AAG
233
Armstrong Advisory Group
Massachusetts
$18.7K
NECFA
234
New England Capital Financial Advisors
Connecticut
$16.1K
DB
235
Danske Bank
Denmark
$15.8K
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$15.7K
LI
237
LRI Investments
Florida
$14.8K
PH
238
Pinnacle Holdings
Oklahoma
$14.2K
GRP
239
Global Retirement Partners
California
$14.2K
TCM
240
Triumph Capital Management
Colorado
$13.3K
SL
241
Salomon & Ludwin
Virginia
$13.2K
SIS
242
Sound Income Strategies
Florida
$13.1K
CT
243
Coastline Trust
Rhode Island
$12.9K
GKIM
244
GW&K Investment Management
Massachusetts
$11K
UB
245
UMB Bank
Missouri
$8.99K
BC
246
Barrett & Company
Rhode Island
$8.86K
DT
247
DV Trading
Illinois
$7.91K
ACM
248
Aster Capital Management
United Arab Emirates
$7.91K
HCA
249
Harbor Capital Advisors
Illinois
$7K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$6.99K