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Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$75.4K +$2.83K +97 +4%
MWPCG
227
Measured Wealth Private Client Group
New Hampshire
$70.1K -$30.8K -1,055 -31%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$63.4K +$26.2K +899 +74%
GI
229
GAMMA Investing
California
$57.3K +$8.55K +293 +18%
BLC
230
Brown, Lisle/Cummings
Rhode Island
$56.8K
SPIA
231
Steward Partners Investment Advisory
New York
$45.8K +$40.9K +1,400 +1,111%
PS
232
Pinney & Scofield
Massachusetts
$43.4K
Ohio Public Employees Retirement System (OPERS)
233
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.1K -$4.99K -171 -11%
NB
234
NBT Bank
New York
$41.5K +$409 +14 +1%
SAM
235
Smartleaf Asset Management
Massachusetts
$40.5K -$7.94K -272 -16%
EWA
236
EverSource Wealth Advisors
Alabama
$36.5K -$1.84K -63 -5%
TPCW
237
TD Private Client Wealth
New York
$36.4K
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$34.2K
SL
239
Salomon & Ludwin
Virginia
$34K +$18.5K +635 +130%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$31.6K +$29.7K +1,016 +1,613%
Bessemer Group
241
Bessemer Group
New Jersey
$31K +$5.11K +175 +20%
Los Angeles Capital Management
242
Los Angeles Capital Management
California
$30.3K
MA
243
Montag & Associates
Georgia
$28.4K
EP
244
Essential Partners
California
$28.3K +$321 +11 +1%
GEA
245
Glen Eagle Advisors
New Jersey
$23.1K
WT
246
Whittier Trust
California
$22.4K
AAG
247
Armstrong Advisory Group
Massachusetts
$21.3K
NECFA
248
New England Capital Financial Advisors
Connecticut
$18.4K +$117 +4 +0.7%
LI
249
LRI Investments
Florida
$18.1K +$1.31K +45 +8%
BC
250
Bayforest Capital
United Kingdom
$17.7K +$17.3K +591 New