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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
Macquarie Group
301
Macquarie Group
Australia
-$583K -24,600 Closed
MM
302
MQS Management
New York
-$568K -23,938 Closed
JF
303
Jump Financial
Illinois
-$485K -20,460 Closed
BHCM
304
Brevan Howard Capital Management
Jersey
-$431K -18,180 Closed
TC
305
TwinBeech Capital
New York
-$368K -15,510 Closed
LCM
306
Landscape Capital Management
New Jersey
-$333K -14,037 Closed
JWCA
307
J.W. Cole Advisors
Florida
-$310K -13,093 Closed
Focus Partners Wealth
308
Focus Partners Wealth
Massachusetts
-$1.89M -12,789 Closed
State of Wisconsin Investment Board
309
State of Wisconsin Investment Board
Wisconsin
-$298K -12,569 Closed
AIM
310
Aigen Investment Management
New York
-$290K -12,218 Closed
IWC
311
Integrated Wealth Concepts
Massachusetts
-$263K -11,087 Closed
SC
312
Savant Capital
Illinois
-$239K -10,070 Closed
SOW
313
State of Wyoming
Wyoming
-$121K -5,093 Closed
NICM
314
Neo Ivy Capital Management
New York
-$110K -4,630 Closed
RA
315
Rise Advisors
New York
-$20.5K -864 Closed
CIAM
316
Caitong International Asset Management
Hong Kong
-$20.1K -846 Closed
QL
317
Quarry LP
New York
-$14.6K -617 Closed
MAM
318
Meeder Asset Management
Ohio
-$12.7K -534 Closed
WANY
319
Wealthspire Advisors (New York)
New York
-$10.5K -443 Closed
Optiver Holding
320
Optiver Holding
Netherlands
-$7.89K -333 Closed
VWM
321
Vermillion Wealth Management
Minnesota
-$1.83K -77 Closed
BFS
322
Bare Financial Services
Pennsylvania
-$1.56K -66 Closed
CT
323
Clearstead Trust
Maine
-$1.56K -66 Closed
FC
324
Financial Consulate
Maryland
-$404 -17 Closed
C
325
Covestor
United Kingdom
-$405 -16 -62%