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Beacon Financial Corp

282 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $1.74B → $2.02B (+$283M)

2% more funds holding

Funds holding: 277282 (+5)

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
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
76
Reduced
115
Closed
46
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
251
Aster Capital Management
United Arab Emirates
$7.91K +$7.6K +300 New
DT
252
DV Trading
Illinois
$7.91K +$7.6K +300 New
HCA
253
Harbor Capital Advisors
Illinois
$7K -$127 -5 -2%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$6.99K -$329 -13 -5%
RIL
255
Rothschild Investment LLC
Illinois
$5.96K -$4.13K -163 -42%
TWD
256
True Wealth Design
Ohio
$5.83K -$4.58K -181 -45%
AF
257
Allworth Financial
California
$5.64K -$6.79K -268 -56%
HNB
258
Huntington National Bank
Ohio
$5.56K -$5.45K -215 -50%
S
259
SignatureFD
Georgia
$3.93K +$3.39K +134 +893%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$3.4K +$633 +25 +24%
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 -$2.56K -101 -50%
AAP
264
Arax Advisory Partners
Colorado
$2.14K -$519K -20,479 -100%
QCG
265
Quadrant Capital Group
Ohio
$2.06K
BBHC
266
Brown Brothers Harriman & Co
New York
$1.85K +$1.77K +70 New
Jones Financial Companies
267
Jones Financial Companies
Missouri
$1.66K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.37K -$127 -5 -9%
IA
269
IFP Advisors
Florida
$1.32K -$2.56K -101 -67%
KFAS
270
Keating Financial Advisory Services
Kansas
$1.16K +$1.11K +44 New
LFG
271
Larson Financial Group
Missouri
$1.05K -$1.04K -41 -51%
TF
272
Tompkins Financial
New York
$791
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$501 +$481 +19 New
CMA
274
Cedar Mountain Advisors
Oregon
$422 +$405 +16 New
MCM
275
MAI Capital Management
Ohio
$396 +$380 +15 New