We are live on ! Find out more
BBT

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
BSB
276
Bangor Savings Bank
Maine
$343
CA
277
Clearstead Advisors
Ohio
$317 -$16.9K -668 -98%
BWA
278
Basecamp Wealth Advisors
Washington
$290 +$279 +11 New
AW
279
Ankerstar Wealth
Texas
$237 +$228 +9 New
GWM
280
Gilpin Wealth Management
Colorado
$185 +$177 +7 New
DF
281
Dunhill Financial
United Kingdom
$42 +$51 +2 New
Wellington Management Group
282
Wellington Management Group
Massachusetts
-$36.3M -1,530,972 Closed
EF
283
Empowered Funds
Pennsylvania
-$6.87M -289,919 Closed
LSV Asset Management
284
LSV Asset Management
Illinois
-$5.54M -233,853 Closed
CLGM
285
Capitolis Liquid Global Markets
New York
-$5.18M -218,400 Closed
JAM
286
Jacobs Asset Management
New York
-$3.86M -162,931 Closed
KIM
287
Kestrel Investment Management
California
-$3.34M -140,950 Closed
MI
288
M3F Inc
Utah
-$3.16M -133,121 Closed
State of New Jersey Common Pension Fund D
289
State of New Jersey Common Pension Fund D
New Jersey
-$2.46M -103,865 Closed
BFC
290
Banc Funds Company
Illinois
-$2.04M -86,206 Closed
Man Group
291
Man Group
United Kingdom
-$1.66M -69,949 Closed
Jacobs Levy Equity Management
292
Jacobs Levy Equity Management
New Jersey
-$1.26M -53,232 Closed
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
-$1.09M -46,141 Closed
FL
294
Fourthstone LLC
Missouri
-$1.09M -46,000 Closed
WAM
295
Wakefield Asset Management
Colorado
-$934K -39,374 Closed
CAU
296
Caxton Associates (UK)
-$895K -37,764 Closed
YIH
297
Y-Intercept (HK)
Hong Kong
-$724K -30,539 Closed
DTL
298
Dynamic Technology Lab
Singapore
-$621K -26,204 Closed
ET
299
Entropy Technologies
New York
-$620K -26,155 Closed
HF
300
HRT Financial
New York
-$584K -24,672 Closed