BBT

Beacon Financial Corp

276 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 140 increasing their positions, 40 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$28.7K
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$27K
SL
228
Salomon & Ludwin
Virginia
$26.7K
MA
229
Montag & Associates
Georgia
$22.4K
RA
230
Rise Advisors
New York
$20.5K
CIAM
231
Caitong International Asset Management
Hong Kong
$20.1K
GEA
232
Glen Eagle Advisors
New Jersey
$18.3K
WT
233
Whittier Trust
California
$17.4K
AAG
234
Armstrong Advisory Group
Massachusetts
$16.8K
CA
235
Clearstead Advisors
Ohio
$16.1K
Bessemer Group
236
Bessemer Group
New Jersey
$16K
QL
237
Quarry LP
New York
$14.6K
NECFA
238
New England Capital Financial Advisors
Connecticut
$14.3K
LI
239
LRI Investments
Florida
$13.3K
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$13K
MAM
241
Meeder Asset Management
Ohio
$12.7K
CT
242
Coastline Trust
Rhode Island
$11.6K
AF
243
Allworth Financial
California
$11.4K
GRP
244
Global Retirement Partners
California
$10.7K
WANY
245
Wealthspire Advisors (New York)
New York
$10.5K
HNB
246
Huntington National Bank
Ohio
$10.1K
GKIM
247
GW&K Investment Management
Massachusetts
$10K
TWD
248
True Wealth Design
Ohio
$9.53K
RIL
249
Rothschild Investment LLC
Illinois
$9.22K
UB
250
UMB Bank
Missouri
$8.77K