We are live on ! Find out more
BBT

Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$15.8M -$464K -15,898 -3%
BCM
27
Bridgeway Capital Management
Texas
$15.8M +$562K +19,260 +4%
ACM
28
Ategra Capital Management
Virginia
$15.3M
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$14.1M -$904K -30,962 -6%
Invesco
30
Invesco
Georgia
$13.3M -$101K -3,468 -0.8%
UBS Group
31
UBS Group
Switzerland
$12.7M -$8.46M -289,807 -41%
Principal Financial Group
32
Principal Financial Group
Iowa
$12.2M +$217K +7,443 +2%
BAM
33
Bayview Asset Management
Florida
$11.8M -$4.38M -150,000 -28%
GCM
34
Glendon Capital Management
California
$11.4M
JP Morgan Chase
35
JP Morgan Chase
New York
$10.2M -$3.23M -110,643 -24%
EF
36
Empowered Funds
Pennsylvania
$9.93M +$9.66M +331,066 New
RA
37
Royce & Associates
New York
$9.53M +$21.5K +737 +0.2%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9M +$277K +9,485 +3%
MCM
39
Maltese Capital Management
New York
$7.8M +$1.17M +40,000 +18%
AQR Capital Management
40
AQR Capital Management
Connecticut
$7.57M +$1.31K +45 +0%
ECM
41
ExodusPoint Capital Management
New York
$7.33M +$3.79M +129,866 +113%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$7.19M +$164K +5,624 +2%
Ameriprise
43
Ameriprise
Minnesota
$6.54M -$4.17M -142,844 -40%
LPL Financial
44
LPL Financial
California
$6.5M +$12.2K +418 +0.2%
UBS AM
45
UBS AM
Illinois
$6.32M -$186K -6,385 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$6.18M +$3.41M +116,901 +100%
AG
47
Algert Global
California
$6.03M +$5.87M +201,027 New
MCA
48
Mendon Capital Advisors
Florida
$5.99M +$2.72M +93,338 +88%
Legal & General Group
49
Legal & General Group
United Kingdom
$5.59M -$511K -17,515 -9%
GWI
50
Grace & White Inc
New York
$5.59M