BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

230 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
100
Reduced
57
Closed
29
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$3K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$68.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17M
4
Goldman Sachs
4
Goldman Sachs
New York
$16.6M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$18M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5M
2
ECM
2
ExodusPoint Capital Management
New York
$2.89M
3
ACB
3
Aristotle Capital Boston
Massachusetts
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$7.82M
5
BlackRock
5
BlackRock
New York
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Bayview Asset Management
Florida
$8.63M – – –
LSV Asset Management
27
LSV Asset Management
Illinois
$8.61M -$376K -15,000 -4%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$7.82M -$2.94M -117,502 -27%
Ameriprise
29
Ameriprise
Minnesota
$7.46M +$291K +11,603 +4%
UBS Group
30
UBS Group
Switzerland
$7.21M +$1.66M +66,273 +30%
ACM
31
Ategra Capital Management
Virginia
$6.96M +$5.21M +207,939 +297%
BCM
32
Basswood Capital Management
New York
$6.8M – – –
BCM
33
Bridgeway Capital Management
Texas
$6.76M +$133K +5,313 +2%
MCM
34
Maltese Capital Management
New York
$6.45M – – –
UBS AM
35
UBS AM
Illinois
$6.02M +$2.45M +97,827 +69%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$5.89M +$147K +5,867 +3%
Principal Financial Group
37
Principal Financial Group
Iowa
$5.67M -$15.5K -619 -0.3%
CSS
38
Cubist Systematic Strategies
Connecticut
$5.39M +$97.4K +3,889 +2%
LPL Financial
39
LPL Financial
California
$5.19M +$18.9K +756 +0.4%
Prudential Financial
40
Prudential Financial
New Jersey
$5.11M +$149K +5,938 +3%
Citadel Advisors
41
Citadel Advisors
Florida
$5M -$22.8M -911,015 -82%
GWI
42
Grace & White Inc
New York
$4.98M – – –
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$4.92M +$1.91M +76,112 +63%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$4.69M -$30.1K -1,202 -0.6%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$4.66M +$2.59M +103,241 +124%
Citigroup
46
Citigroup
New York
$4.53M -$39.6K -1,582 -0.9%
AQR Capital Management
47
AQR Capital Management
Connecticut
$4.52M +$964K +38,483 +27%
JAM
48
Jupiter Asset Management
United Kingdom
$4.5M +$605K +24,180 +16%
GCM
49
Glendon Capital Management
California
$4.32M – – –
Man Group
50
Man Group
United Kingdom
$3.94M +$2.14M +85,600 +119%
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