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BBT

Beacon Financial Corp

277 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 141 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 39

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

60.91% more ownership

Funds ownership: 96.81%157.72% (+61%)

55% more capital invested

Capital invested by funds: $1.12B → $1.74B (+$615M)

20% more funds holding

Funds holding: 231277 (+46)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
277
Holders Change
+46
Holders Change %
+19.91%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
141
Reduced
39
Closed
34
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
226
NBT Bank
New York
$32K +$34.7K +1,352 New
TPCW
227
TD Private Client Wealth
New York
$28.7K
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$27K
SL
229
Salomon & Ludwin
Virginia
$26.7K +$28.6K +1,114 New
MA
230
Montag & Associates
Georgia
$22.4K +$24.2K +945 New
RA
231
Rise Advisors
New York
$20.5K +$513 +20 +2%
CIAM
232
Caitong International Asset Management
Hong Kong
$20.1K +$21.7K +846 New
GEA
233
Glen Eagle Advisors
New Jersey
$18.3K
WT
234
Whittier Trust
California
$17.4K
AAG
235
Armstrong Advisory Group
Massachusetts
$16.8K +$9.8K +382 +117%
CA
236
Clearstead Advisors
Ohio
$16.1K +$6.23K +243 +56%
Bessemer Group
237
Bessemer Group
New Jersey
$16K +$11.8K +459 +197%
QL
238
Quarry LP
New York
$14.6K -$31.9K -1,245 -67%
NECFA
239
New England Capital Financial Advisors
Connecticut
$14.3K +$77 +3 +0.5%
LI
240
LRI Investments
Florida
$13.3K +$7.75K +302 +117%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$13K +$6.95K +271 +98%
MAM
242
Meeder Asset Management
Ohio
$12.7K -$25.7K -1,002 -65%
CT
243
Coastline Trust
Rhode Island
$11.6K +$12.6K +491 New
AF
244
Allworth Financial
California
$11.4K +$12.1K +472 +4,720%
GRP
245
Global Retirement Partners
California
$10.7K +$11.6K +453 New
WANY
246
Wealthspire Advisors (New York)
New York
$10.5K +$11.4K +443 New
HNB
247
Huntington National Bank
Ohio
$10.1K +$10.9K +425 +42,500%
GKIM
248
GW&K Investment Management
Massachusetts
$10K
TWD
249
True Wealth Design
Ohio
$9.53K +$5.44K +212 +112%
RIL
250
Rothschild Investment LLC
Illinois
$9.22K +$8.05K +314 +419%

BBT Hedge Fund Activity: Q3 2025 in Review

277 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2025, worth a combined $1.74B — up 55% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BBT positions and 34 closed out — a net gain of 47 holders — while 141 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 277 institutional investors held Beacon Financial Corp (BBT) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $1.74B of Beacon Financial Corp stock for Q3 2025, up 55% quarter-over-quarter.
  • 81 funds opened new Beacon Financial Corp positions in Q3 2025 and 34 closed out, a net change of +47 holders.
  • The largest Beacon Financial Corp buyer in Q3 2025 was BlackRock, an estimated $136M added.
  • The largest Beacon Financial Corp seller in Q3 2025 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.