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BBT

Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
276
Brown Brothers Harriman & Co
New York
$2.01K -$88 -3 -4%
CCWM
277
Cassaday & Co Wealth Management
Virginia
$1.77K +$1.72K +59 New
TPWA
278
Twin Peaks Wealth Advisors
California
$1.71K +$1.66K +57 New
IA
279
IFP Advisors
Florida
$1.5K
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$1.44K -$117 -4 -8%
MCM
281
MAI Capital Management
Ohio
$1.05K +$584 +20 +133%
S
282
SignatureFD
Georgia
$900 -$3.47K -119 -80%
TF
283
Tompkins Financial
New York
$900
CMA
284
Cedar Mountain Advisors
Oregon
$810 +$321 +11 +69%
RF
285
Rossby Financial
Florida
$605 +$584 +20 New
GWM
286
Gilpin Wealth Management
Colorado
$480 +$263 +9 +129%
AW
287
Ankerstar Wealth
Texas
$270
CIAM
288
Caitong International Asset Management
Hong Kong
$90 +$88 +3 New
DF
289
Dunhill Financial
United Kingdom
$47 -$29 -1 -50%
FGP
290
Freestone Grove Partners
California
$30 -$806K -27,611 -100%
NCM
291
Nearwater Capital Markets
Ireland
-$8.69M -329,500 Closed
RL
292
Ruffer LLP
United Kingdom
-$3.43M -130,048 Closed
A
293
AlphaQuest
New York
-$2.66M -101,026 Closed
SBH
294
Segall Bryant & Hamill
Illinois
-$1.85M -69,985 Closed
JG
295
Jain Global
New York
-$1.55M -58,697 Closed
EP
296
Edgestream Partners
New Jersey
-$1.5M -57,052 Closed
QT
297
Quantbot Technologies
New York
-$1.34M -50,710 Closed
NRCM
298
North Reef Capital Management
California
-$1.33M -50,344 Closed
Walleye Capital
299
Walleye Capital
New York
-$1.26M -47,895 Closed
OQS
300
Occudo Quantitative Strategies
Florida
-$1.14M -43,365 Closed