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BBT

Beacon Financial Corp

277 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 141 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 39

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

60.91% more ownership

Funds ownership: 96.81%157.72% (+61%)

55% more capital invested

Capital invested by funds: $1.12B → $1.74B (+$615M)

20% more funds holding

Funds holding: 231277 (+46)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
277
Holders Change
+46
Holders Change %
+19.91%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
141
Reduced
39
Closed
34
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
251
UMB Bank
Missouri
$8.77K +$5.31K +207 +127%
BC
252
Barrett & Company
Rhode Island
$7.97K +$8.62K +336 New
Optiver Holding
253
Optiver Holding
Netherlands
$7.89K +$8.54K +333 New
HCA
254
Harbor Capital Advisors
Illinois
$7K +$7.13K +278 New
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$6.59K +$718 +28 +11%
PA
256
Parallel Advisors
California
$4.84K +$2.92K +114 +127%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$3.98K +$4.31K +168 New
IA
258
IFP Advisors
Florida
$3.58K +$667 +26 +21%
SPIA
259
Steward Partners Investment Advisory
New York
$2.99K
PCM
260
PenderFund Capital Management
British Columbia, Canada
$2.75K +$2.98K +116 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$2.47K
LFG
262
Larson Financial Group
Missouri
$1.92K +$1.9K +74 +1,057%
QCG
263
Quadrant Capital Group
Ohio
$1.85K +$2K +78 New
VWM
264
Vermillion Wealth Management
Minnesota
$1.83K +$1.98K +77 New
CT
265
Clearstead Trust
Maine
$1.56K +$256 +10 +18%
BFS
266
Bare Financial Services
Pennsylvania
$1.56K +$1.69K +66 New
Jones Financial Companies
267
Jones Financial Companies
Missouri
$1.52K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.35K +$667 +26 +84%
C
269
Covestor
United Kingdom
$1K -$10.7K -416 -94%
TF
270
Tompkins Financial
New York
$711 +$769 +30 New
FC
271
Financial Consulate
Maryland
$404 +$436 +17 New
S
272
SignatureFD
Georgia
$356 +$385 +15 New
BSB
273
Bangor Savings Bank
Maine
$308
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190 +$205 +8 New
SS
275
SBI Securities
Japan
$24 -$154 -6 -86%

BBT Hedge Fund Activity: Q3 2025 in Review

277 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2025, worth a combined $1.74B — up 55% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BBT positions and 34 closed out — a net gain of 47 holders — while 141 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 277 institutional investors held Beacon Financial Corp (BBT) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $1.74B of Beacon Financial Corp stock for Q3 2025, up 55% quarter-over-quarter.
  • 81 funds opened new Beacon Financial Corp positions in Q3 2025 and 34 closed out, a net change of +47 holders.
  • The largest Beacon Financial Corp buyer in Q3 2025 was BlackRock, an estimated $136M added.
  • The largest Beacon Financial Corp seller in Q3 2025 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.