Beacon Financial Corp
277 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 141 increasing their positions, 39 reducing their positions, and 34 closing their positions.
262% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 39
138% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 34
60.91% more ownership
Funds ownership: 96.81% → 157.72% (+61%)
55% more capital invested
Capital invested by funds: $1.12B → $1.74B (+$615M)
20% more funds holding
Funds holding: 231 → 277 (+46)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$136M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$65.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$56.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$11.5M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$7.82M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$6.8M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$5.39M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$4.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSG
301
Summit Securities Group
New York
| – | -$51.5K | -2,056 | Closed |
|
|
GIM
302
Glenmede Investment Management
Philadelphia,
Pennsylvania
| – | -$39.1K | -1,560 | Closed |
|
|
ACM
303
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$13.5K | -540 | Closed |
|
|
MCM
304
MAI Capital Management
Independence,
Ohio
| – | -$5.79K | -231 | Closed |
|
|
TPWA
305
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$5.83K | -229 | Closed |
|
|
PA
306
Pineridge Advisors
St. Charles,
Missouri
| – | -$2.36K | -94 | Closed |
|
|
GWM
307
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.03K | -41 | Closed |
|
|
GC
308
Garde Capital
Seattle,
Washington
| – | -$376 | -15 | Closed |
|
309
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$351 | -14 | Closed |
|
|
HWM
310
Hemington Wealth Management
Falls Church,
Virginia
| – | +$128 | +5 | New |
|
|
AW
311
Avion Wealth
The Woodlands,
Texas
| – | +$539 | +21 | New |
|
BBT Hedge Fund Activity: Q3 2025 in Review
277 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2025, worth a combined $1.74B — up 55% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new BBT positions and 34 closed out — a net gain of 47 holders — while 141 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Millennium Management, cutting an estimated $11.5M.
- 277 institutional investors held Beacon Financial Corp (BBT) as of Q3 2025, up from 231 in Q2 2025.
- Funds reported $1.74B of Beacon Financial Corp stock for Q3 2025, up 55% quarter-over-quarter.
- 81 funds opened new Beacon Financial Corp positions in Q3 2025 and 34 closed out, a net change of +47 holders.
- The largest Beacon Financial Corp buyer in Q3 2025 was BlackRock, an estimated $136M added.
- The largest Beacon Financial Corp seller in Q3 2025 was Millennium Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2025.