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 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$130M
2 +$9.66M
3 +$5.87M
4
IP
Interval Partners
New York
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.31M

Top Sellers

1 -$33.1M
2 -$8.76M
3 -$8.69M
4
UBS Group
UBS Group
Switzerland
-$8.46M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
51
Thompson Siegel & Walmsley
Virginia
$5.44M
CRC
52
Curi RMB Capital
Illinois
$5.1M
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.99M
IP
54
Interval Partners
New York
$4.97M
Citadel Advisors
55
Citadel Advisors
Florida
$4.78M
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$4.63M
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$4.57M
EC
58
EJF Capital
Virginia
$4.44M
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$4.36M
CAM
60
Congress Asset Management
Massachusetts
$3.64M
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$3.38M
HAI
62
Hennessy Advisors Inc
California
$3.33M
DFCM
63
Dark Forest Capital Management
Puerto Rico
$3.32M
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.05M
BHCM
65
Brevan Howard Capital Management
Jersey
$3M
Citigroup
66
Citigroup
New York
$2.71M
Rafferty Asset Management
67
Rafferty Asset Management
New York
$2.64M
Deutsche Bank
68
Deutsche Bank
Germany
$2.62M
Prudential Financial
69
Prudential Financial
New Jersey
$2.56M
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$2.37M
AIM
71
Artemis Investment Management
United Kingdom
$2.35M
CCM
72
Cutler Capital Management
Massachusetts
$2.32M
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.28M
VAM
74
Vanguard Asset Management
$2.24M
Raymond James Financial
75
Raymond James Financial
Florida
$2.21M