We are live on ! Find out more
BBT

Beacon Financial Corp

231 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3.67% more ownership

Funds ownership: 93.14%96.81% (+3.7%)

0% more funds holding

Funds holding: 230231 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$4.33M)

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
100
Reduced
59
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Bayview Asset Management
Florida
$8.63M
LSV Asset Management
27
LSV Asset Management
Illinois
$8.61M -$373K -15,000 -4%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$7.82M -$2.92M -117,502 -27%
Ameriprise
29
Ameriprise
Minnesota
$7.46M +$288K +11,603 +4%
UBS Group
30
UBS Group
Switzerland
$7.21M +$1.65M +66,273 +30%
ACM
31
Ategra Capital Management
Virginia
$6.96M +$5.17M +207,939 +297%
BCM
32
Basswood Capital Management
New York
$6.8M
BCM
33
Bridgeway Capital Management
Texas
$6.76M +$132K +5,313 +2%
MCM
34
Maltese Capital Management
New York
$6.45M
UBS AM
35
UBS AM
Illinois
$6.02M +$2.43M +97,827 +69%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$5.89M +$146K +5,867 +3%
Principal Financial Group
37
Principal Financial Group
Iowa
$5.67M -$15.4K -619 -0.3%
CSS
38
Cubist Systematic Strategies
Connecticut
$5.39M +$96.7K +3,889 +2%
LPL Financial
39
LPL Financial
California
$5.19M +$18.8K +756 +0.4%
Prudential Financial
40
Prudential Financial
New Jersey
$5.11M +$148K +5,938 +3%
Citadel Advisors
41
Citadel Advisors
Florida
$5M -$22.6M -911,015 -82%
GWI
42
Grace & White Inc
New York
$4.98M
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$4.92M +$1.89M +76,112 +63%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$4.69M -$29.9K -1,202 -0.6%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$4.66M +$2.57M +103,241 +124%
Citigroup
46
Citigroup
New York
$4.53M -$39.3K -1,582 -0.9%
AQR Capital Management
47
AQR Capital Management
Connecticut
$4.52M +$956K +38,483 +27%
JAM
48
Jupiter Asset Management
United Kingdom
$4.5M +$601K +24,180 +16%
GCM
49
Glendon Capital Management
California
$4.32M
Man Group
50
Man Group
United Kingdom
$3.94M +$2.13M +85,600 +119%

BBT Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2025, worth a combined $1.12B — down 0.38% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BBT positions and 29 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $22.1M. The largest seller was Citadel Advisors, cutting an estimated $22.6M.

  • 231 institutional investors held Beacon Financial Corp (BBT) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q2 2025, down 0.38% quarter-over-quarter.
  • 32 funds opened new Beacon Financial Corp positions in Q2 2025 and 29 closed out, a net change of +3 holders.
  • The largest Beacon Financial Corp buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $22.1M added.
  • The largest Beacon Financial Corp seller in Q2 2025 was Citadel Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.