BBT

Beacon Financial Corp

281 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 115 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
281
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
EWA
226
EverSource Wealth Advisors
Alabama
$33.8K
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$32K
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
Los Angeles Capital Management
232
Los Angeles Capital Management
California
$24.4K
Bessemer Group
233
Bessemer Group
New Jersey
$23K
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
DB
238
Danske Bank
Denmark
$15.8K
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$15.7K
LI
240
LRI Investments
Florida
$14.8K
PH
241
Pinnacle Holdings
Oklahoma
$14.2K
GRP
242
Global Retirement Partners
California
$14.2K
TCM
243
Triumph Capital Management
Colorado
$13.3K
SL
244
Salomon & Ludwin
Virginia
$13.2K
SIS
245
Sound Income Strategies
Florida
$13.1K
CT
246
Coastline Trust
Rhode Island
$12.9K
GKIM
247
GW&K Investment Management
Massachusetts
$11K
UB
248
UMB Bank
Missouri
$8.99K
BC
249
Barrett & Company
Rhode Island
$8.86K
VR
250
Vision Retirement
New Jersey
$8.15K