BBT

Beacon Financial Corp

278 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, 114 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: 114

66.45% less ownership

Funds ownership: 157.71%91.27% (-66%)

Holders
278
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
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$32K
TPCW
227
TD Private Client Wealth
New York
$32K
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$30.1K
MA
229
Montag & Associates
Georgia
$24.9K
Los Angeles Capital Management
230
Los Angeles Capital Management
California
$24.4K
Bessemer Group
231
Bessemer Group
New Jersey
$23K
GEA
232
Glen Eagle Advisors
New Jersey
$20.3K
WT
233
Whittier Trust
California
$19.6K
AAG
234
Armstrong Advisory Group
Massachusetts
$18.7K
NECFA
235
New England Capital Financial Advisors
Connecticut
$16.1K
DB
236
Danske Bank
Denmark
$15.8K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$15.7K
LI
238
LRI Investments
Florida
$14.8K
PH
239
Pinnacle Holdings
Oklahoma
$14.2K
GRP
240
Global Retirement Partners
California
$14.2K
TCM
241
Triumph Capital Management
Colorado
$13.3K
SL
242
Salomon & Ludwin
Virginia
$13.2K
SIS
243
Sound Income Strategies
Florida
$13.1K
CT
244
Coastline Trust
Rhode Island
$12.9K
GKIM
245
GW&K Investment Management
Massachusetts
$11K
UB
246
UMB Bank
Missouri
$8.99K
BC
247
Barrett & Company
Rhode Island
$8.86K
DT
248
DV Trading
Illinois
$7.91K
ACM
249
Aster Capital Management
United Arab Emirates
$7.91K
HCA
250
Harbor Capital Advisors
Illinois
$7K