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BBT

Beacon Financial Corp

231 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3.67% more ownership

Funds ownership: 93.14%96.81% (+3.7%)

0% more funds holding

Funds holding: 230231 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$4.33M)

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
100
Reduced
59
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
226
Kayne Anderson Rudnick Investment Management
California
$351
BSB
227
Bangor Savings Bank
Maine
$326 -$298 -12 -48%
AF
228
Allworth Financial
California
$251 +$249 +10 New
LFG
229
Larson Financial Group
Missouri
$175 -$447 -18 -72%
SS
230
SBI Securities
Japan
$175 +$174 +7 New
HNB
231
Huntington National Bank
Ohio
$25
ACB
232
Aristotle Capital Boston
Massachusetts
-$7.98M -305,691 Closed
N
233
Numerai
California
-$2.5M -96,003 Closed
JCIA
234
Jackson Creek Investment Advisors
Colorado
-$1.44M -55,256 Closed
JF
235
Jump Financial
Illinois
-$1.16M -44,300 Closed
JFG
236
Jefferies Financial Group
New York
-$926K -35,500 Closed
Allianz Asset Management
237
Allianz Asset Management
Germany
-$827K -31,700 Closed
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
-$679K -26,033 Closed
MIM
239
MetLife Investment Management
New Jersey
-$647K -24,804 Closed
A
240
AlphaQuest
New York
-$626K -23,979 Closed
CF
241
Corebridge Financial
Texas
-$587K -22,507 Closed
BHCM
242
Brevan Howard Capital Management
Jersey
-$549K -21,047 Closed
Capstone Investment Advisors
243
Capstone Investment Advisors
New York
-$418K -16,023 Closed
XT
244
XTX Topco
Cayman Islands
-$345K -13,207 Closed
TI
245
Trexquant Investment
Connecticut
-$270K -10,351 Closed
AIM
246
Aigen Investment Management
New York
-$253K -9,713 Closed
CWM
247
CIBC World Markets
New York
-$249K -9,527 Closed
JIC
248
Joel Isaacson & Co
New York
-$205K -7,844 Closed
SG
249
StoneX Group
New York
-$202K -7,747 Closed
CCM
250
Coldstream Capital Management
Washington
-$99.7K -3,821 Closed

BBT Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2025, worth a combined $1.12B — down 0.38% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BBT positions and 29 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $22.1M. The largest seller was Citadel Advisors, cutting an estimated $22.6M.

  • 231 institutional investors held Beacon Financial Corp (BBT) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q2 2025, down 0.38% quarter-over-quarter.
  • 32 funds opened new Beacon Financial Corp positions in Q2 2025 and 29 closed out, a net change of +3 holders.
  • The largest Beacon Financial Corp buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $22.1M added.
  • The largest Beacon Financial Corp seller in Q2 2025 was Citadel Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.