BBT

Beacon Financial Corp

278 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 114 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 capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 114

66.45% less ownership

Funds ownership: 157.71%91.27% (-66%)

Holders
278
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
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$6.99K
RIL
252
Rothschild Investment LLC
Illinois
$5.96K
TWD
253
True Wealth Design
Ohio
$5.83K
AF
254
Allworth Financial
California
$5.64K
HNB
255
Huntington National Bank
Ohio
$5.56K
S
256
SignatureFD
Georgia
$3.93K
PFBT
257
Parkside Financial Bank & Trust
Missouri
$3.4K
SPIA
258
Steward Partners Investment Advisory
New York
$3.32K
PCM
259
PenderFund Capital Management
British Columbia, Canada
$3.06K
PA
260
Parallel Advisors
California
$2.72K
AAP
261
Arax Advisory Partners
Colorado
$2.14K
QCG
262
Quadrant Capital Group
Ohio
$2.06K
BBHC
263
Brown Brothers Harriman & Co
New York
$1.85K
Jones Financial Companies
264
Jones Financial Companies
Missouri
$1.66K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$1.37K
IA
266
IFP Advisors
Florida
$1.32K
KFAS
267
Keating Financial Advisory Services
Kansas
$1.16K
LFG
268
Larson Financial Group
Missouri
$1.05K
TF
269
Tompkins Financial
New York
$791
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$501
CMA
271
Cedar Mountain Advisors
Oregon
$422
MCM
272
MAI Capital Management
Ohio
$396
BSB
273
Bangor Savings Bank
Maine
$343
CA
274
Clearstead Advisors
Ohio
$317
AW
275
Ankerstar Wealth
Texas
$237