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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
BAM
26
Bayview Asset Management
Florida
$14.4M +$2.25M +88,684 +19%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$14.3M -$5.47M -216,078 -28%
ACM
28
Ategra Capital Management
Virginia
$13.5M +$694K +27,384 +6%
BCM
29
Bridgeway Capital Management
Texas
$13.4M +$480K +18,966 +4%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$13.2M -$10.3M -407,210 -45%
JP Morgan Chase
31
JP Morgan Chase
New York
$12.1M -$4.27M -168,392 -27%
Invesco
32
Invesco
Georgia
$11.8M -$30M -1,183,589 -73%
Principal Financial Group
33
Principal Financial Group
Iowa
$10.5M -$39.4K -1,554 -0.4%
GCM
34
Glendon Capital Management
California
$10.1M +$5.29M +208,771 +121%
Ameriprise
35
Ameriprise
Minnesota
$9.51M -$3.21M -126,813 -26%
Citadel Advisors
36
Citadel Advisors
Florida
$8.82M +$3.15M +124,542 +59%
NCM
37
Nearwater Capital Markets
Ireland
$8.69M +$8.35M +329,500 New
RA
38
Royce & Associates
New York
$8.36M +$7.68M +303,385 +2,252%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.66M -$858K -33,873 -10%
TSW
40
Thompson Siegel & Walmsley
Virginia
$6.89M +$6.62M +261,325 New
AQR Capital Management
41
AQR Capital Management
Connecticut
$6.65M -$2.88M -113,555 -31%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.17M -$330K -13,017 -5%
MCM
43
Maltese Capital Management
New York
$5.8M -$265K -10,470 -5%
UBS AM
44
UBS AM
Illinois
$5.73M +$336K +13,250 +6%
LPL Financial
45
LPL Financial
California
$5.7M -$20.7K -818 -0.4%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$5.52M +$5.3M +209,293 New
Legal & General Group
47
Legal & General Group
United Kingdom
$5.38M -$354K -13,971 -6%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$5.19M -$326K -12,852 -6%
GWI
49
Grace & White Inc
New York
$4.91M -$209K -8,268 -4%
Barclays
50
Barclays
United Kingdom
$4.79M +$1.42M +56,083 +45%