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Beacon Financial Corp

282 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $1.74B → $2.02B (+$283M)

2% more funds holding

Funds holding: 277282 (+5)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

66.43% less ownership

Funds ownership: 157.72%91.29% (-66%)

Holders
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
76
Reduced
115
Closed
46
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$33.8K -$46.7K -1,842 -59%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$32K +$26.5K +1,045 +622%
TPCW
228
TD Private Client Wealth
New York
$32K
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$30.1K
MA
230
Montag & Associates
Georgia
$24.9K
EP
231
Essential Partners
California
$24.6K -$15.5K -612 -40%
Los Angeles Capital Management
232
Los Angeles Capital Management
California
$24.4K +$25.6K +1,011 New
Bessemer Group
233
Bessemer Group
New Jersey
$23K +$4.43K +175 +25%
GEA
234
Glen Eagle Advisors
New Jersey
$20.3K
WT
235
Whittier Trust
California
$19.6K
AAG
236
Armstrong Advisory Group
Massachusetts
$18.7K
NECFA
237
New England Capital Financial Advisors
Connecticut
$16.1K +$101 +4 +0.7%
DB
238
Danske Bank
Denmark
$15.8K -$625K -24,658 -98%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$15.7K +$1.19K +47 +9%
LI
240
LRI Investments
Florida
$14.8K
PH
241
Pinnacle Holdings
Oklahoma
$14.2K +$13.7K +540 New
GRP
242
Global Retirement Partners
California
$14.2K +$2.2K +87 +19%
TCM
243
Triumph Capital Management
Colorado
$13.3K +$12.8K +504 New
SL
244
Salomon & Ludwin
Virginia
$13.2K -$15.8K -624 -56%
SIS
245
Sound Income Strategies
Florida
$13.1K +$12.1K +478 New
CT
246
Coastline Trust
Rhode Island
$12.9K
GKIM
247
GW&K Investment Management
Massachusetts
$11K
UB
248
UMB Bank
Missouri
$8.99K -$735 -29 -8%
BC
249
Barrett & Company
Rhode Island
$8.86K
VR
250
Vision Retirement
New Jersey
$8.15K +$7.83K +309 New