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BBT

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.

New
Increased
Maintained
Reduced
Closed

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: 231277 (+46)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
277
Holders Change
+46
Holders Change %
+19.91%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
141
Reduced
39
Closed
34
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$14.1M +$3.32M +129,381 +28%
UBS Group
27
UBS Group
Switzerland
$13.5M +$7.23M +281,830 +98%
ACL
28
Azora Capital LP
Florida
$13.4M +$14.5M +564,977 New
BCM
29
Bridgeway Capital Management
Texas
$11.6M +$5.62M +219,075 +81%
Ameriprise
30
Ameriprise
Minnesota
$11.6M +$4.87M +189,745 +64%
ACM
31
Ategra Capital Management
Virginia
$11.5M +$5.28M +206,000 +74%
BAM
32
Bayview Asset Management
Florida
$10.8M +$2.85M +111,316 +32%
Principal Financial Group
33
Principal Financial Group
Iowa
$9.52M +$4.49M +175,126 +77%
AQR Capital Management
34
AQR Capital Management
Connecticut
$8.67M +$4.75M +185,255 +103%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.69M +$4.33M +168,941 +109%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$7.52M -$2.27M -88,558 -22%
EF
37
Empowered Funds
Pennsylvania
$6.87M +$3.46M +135,074 +87%
ECM
38
ExodusPoint Capital Management
New York
$6.43M +$3.99M +155,748 +135%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$6.24M +$3.08M +119,931 +84%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$5.85M +$2.83M +110,399 +81%
LSV Asset Management
41
LSV Asset Management
Illinois
$5.54M -$2.82M -109,847 -32%
MCM
42
Maltese Capital Management
New York
$5.46M -$693K -27,030 -10%
Citigroup
43
Citigroup
New York
$5.41M +$1.21M +47,296 +26%
CLGM
44
Capitolis Liquid Global Markets
New York
$5.18M +$5.6M +218,400 New
Legal & General Group
45
Legal & General Group
United Kingdom
$5.17M +$2.57M +100,094 +85%
LPL Financial
46
LPL Financial
California
$5.15M +$250K +9,739 +5%
Citadel Advisors
47
Citadel Advisors
Florida
$4.97M +$257K +10,029 +5%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$4.97M -$663K -25,851 -11%
UBS AM
49
UBS AM
Illinois
$4.84M -$938K -36,572 -15%
GWI
50
Grace & White Inc
New York
$4.61M -$113K -4,393 -2%

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.