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
DT
251
DV Trading
Illinois
$7.91K
ACM
252
Aster Capital Management
United Arab Emirates
$7.91K
HCA
253
Harbor Capital Advisors
Illinois
$7K
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$6.99K
RIL
255
Rothschild Investment LLC
Illinois
$5.96K
TWD
256
True Wealth Design
Ohio
$5.83K
AF
257
Allworth Financial
California
$5.64K
HNB
258
Huntington National Bank
Ohio
$5.56K
S
259
SignatureFD
Georgia
$3.93K
PFBT
260
Parkside Financial Bank & Trust
Missouri
$3.4K
SPIA
261
Steward Partners Investment Advisory
New York
$3.32K
PCM
262
PenderFund Capital Management
British Columbia, Canada
$3.06K
PA
263
Parallel Advisors
California
$2.72K
AAP
264
Arax Advisory Partners
Colorado
$2.14K
QCG
265
Quadrant Capital Group
Ohio
$2.06K
BBHC
266
Brown Brothers Harriman & Co
New York
$1.85K
Jones Financial Companies
267
Jones Financial Companies
Missouri
$1.66K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.37K
IA
269
IFP Advisors
Florida
$1.32K
KFAS
270
Keating Financial Advisory Services
Kansas
$1.16K
LFG
271
Larson Financial Group
Missouri
$1.05K
TF
272
Tompkins Financial
New York
$791
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$501
CMA
274
Cedar Mountain Advisors
Oregon
$422
MCM
275
MAI Capital Management
Ohio
$396