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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$4.38M +$109K +4,300 +3%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$4M -$2.83M -111,666 -42%
EC
53
EJF Capital
Virginia
$3.86M +$388K +15,317 +12%
Rafferty Asset Management
54
Rafferty Asset Management
New York
$3.84M +$1.55M +61,030 +72%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$3.69M -$530K -20,924 -13%
RL
56
Ruffer LLP
United Kingdom
$3.43M +$3.29M +130,048 New
Citigroup
57
Citigroup
New York
$3.4M -$2.52M -99,311 -44%
Corient Private Wealth
58
Corient Private Wealth
Florida
$3.3M +$1.63M +64,427 +106%
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.09M +$221K +8,719 +8%
JFG
60
Jefferies Financial Group
New York
$3.05M +$2.93M +115,569 New
ECM
61
ExodusPoint Capital Management
New York
$3.02M -$3.97M -156,738 -58%
MCA
62
Mendon Capital Advisors
Florida
$2.81M +$2.19M +86,393 +432%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$2.77M -$131K -5,156 -5%
CAM
64
Congress Asset Management
Massachusetts
$2.74M -$230K -9,088 -8%
A
65
AlphaQuest
New York
$2.66M -$342K -13,520 -12%
Wells Fargo
66
Wells Fargo
California
$2.59M +$821K +32,400 +49%
CRC
67
Curi RMB Capital
Illinois
$2.3M +$2.21M +87,182 New
Raymond James Financial
68
Raymond James Financial
Florida
$2.23M -$269K -10,640 -11%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.11M +$141K +5,570 +7%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$2.09M -$20.7K -816 -1%
Prudential Financial
71
Prudential Financial
New Jersey
$2.07M -$657K -25,929 -25%
Deutsche Bank
72
Deutsche Bank
Germany
$2.04M +$38.8K +1,533 +2%
AIM
73
Artemis Investment Management
United Kingdom
$1.92M +$1.85M +72,849 New
Comerica Bank
74
Comerica Bank
Texas
$1.87M +$275K +10,866 +18%
SBH
75
Segall Bryant & Hamill
Illinois
$1.85M -$718K -28,338 -29%