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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
First Trust Advisors
51
First Trust Advisors
Illinois
$4.29M +$2.88M +112,403 +164%
GCM
52
Glendon Capital Management
California
$4.09M
JAM
53
Jacobs Asset Management
New York
$3.86M +$641K +25,000 +18%
Swiss National Bank
54
Swiss National Bank
Switzerland
$3.84M +$1.88M +73,356 +83%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$3.81M +$510K +19,868 +14%
IIM
56
INTECH Investment Management
Florida
$3.47M +$3.01M +117,344 +404%
KIM
57
Kestrel Investment Management
California
$3.34M
SSA
58
Schonfeld Strategic Advisors
New York
$3.22M +$3.48M +135,730 New
MI
59
M3F Inc
Utah
$3.16M +$3.41M +133,121 New
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$3.15M -$17K -663 -0.5%
EC
61
EJF Capital
Virginia
$3.11M +$1.17M +45,760 +54%
Barclays
62
Barclays
United Kingdom
$2.98M +$196K +7,625 +6%
A
63
AlphaQuest
New York
$2.72M +$2.94M +114,546 New
CAM
64
Congress Asset Management
Massachusetts
$2.68M +$2.9M +113,113 New
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$2.62M +$1.17M +45,621 +70%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.58M +$1.42M +55,495 +104%
Prudential Financial
67
Prudential Financial
New Jersey
$2.48M -$2.56M -99,664 -49%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$2.46M +$2.66M +103,865 New
SBH
69
Segall Bryant & Hamill
Illinois
$2.33M +$2.52M +98,323 New
Raymond James Financial
70
Raymond James Financial
Florida
$2.26M +$1.48M +57,738 +153%
BFC
71
Banc Funds Company
Illinois
$2.04M
Rafferty Asset Management
72
Rafferty Asset Management
New York
$2.01M +$63.3K +2,468 +3%
Canada Life
73
Canada Life
Manitoba, Canada
$1.94M +$759K +29,605 +56%
FRM
74
Fox Run Management
Connecticut
$1.93M +$2.08M +81,211 New
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$1.9M +$1.61M +62,935 +369%

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.