BBT

Beacon Financial Corp

276 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 113 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: 113

66.62% less ownership

Funds ownership: 157.75%91.13% (-67%)

Holders
276
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
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$30.1K
MA
227
Montag & Associates
Georgia
$24.9K
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$24.4K
Bessemer Group
229
Bessemer Group
New Jersey
$23K
GEA
230
Glen Eagle Advisors
New Jersey
$20.3K
WT
231
Whittier Trust
California
$19.6K
AAG
232
Armstrong Advisory Group
Massachusetts
$18.7K
NECFA
233
New England Capital Financial Advisors
Connecticut
$16.1K
DB
234
Danske Bank
Denmark
$15.8K
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$15.7K
LI
236
LRI Investments
Florida
$14.8K
PH
237
Pinnacle Holdings
Oklahoma
$14.2K
GRP
238
Global Retirement Partners
California
$14.2K
TCM
239
Triumph Capital Management
Colorado
$13.3K
SL
240
Salomon & Ludwin
Virginia
$13.2K
SIS
241
Sound Income Strategies
Florida
$13.1K
CT
242
Coastline Trust
Rhode Island
$12.9K
GKIM
243
GW&K Investment Management
Massachusetts
$11K
UB
244
UMB Bank
Missouri
$8.99K
BC
245
Barrett & Company
Rhode Island
$8.86K
DT
246
DV Trading
Illinois
$7.91K
ACM
247
Aster Capital Management
United Arab Emirates
$7.91K
HCA
248
Harbor Capital Advisors
Illinois
$7K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$6.99K
RIL
250
Rothschild Investment LLC
Illinois
$5.96K