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BBT

Beacon Financial Corp

231 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3.67% more ownership

Funds ownership: 93.14%96.81% (+3.7%)

0% more funds holding

Funds holding: 230231 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$4.33M)

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
100
Reduced
59
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$1.62M -$1.38M -55,665 -46%
Macquarie Group
77
Macquarie Group
Australia
$1.38M
AllianceBernstein
78
AllianceBernstein
Tennessee
$1.33M +$184K +7,390 +16%
Canada Life
79
Canada Life
Manitoba, Canada
$1.31M
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$1.31M +$659K +26,496 +103%
DTL
81
Dynamic Technology Lab
Singapore
$1.28M +$454K +18,259 +55%
FL
82
Fourthstone LLC
Missouri
$1.28M +$261K +10,500 +26%
Connor, Clark & Lunn Investment Management (CC&L)
83
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.18M +$915K +36,806 +354%
Deutsche Bank
84
Deutsche Bank
Germany
$1.03M -$1.72M -69,335 -63%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.01M
WAM
86
Wakefield Asset Management
Colorado
$988K -$5.54K -223 -0.6%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$982K +$174 +7 +0%
Squarepoint
88
Squarepoint
New York
$961K +$954K +38,371 New
Raymond James Financial
89
Raymond James Financial
Florida
$943K +$215K +8,643 +30%
NA
90
NewEdge Advisors
Louisiana
$884K +$696 +28 +0.1%
SIM
91
SummerHaven Investment Management
Connecticut
$873K +$14.7K +592 +2%
CWM
92
Congress Wealth Management
Massachusetts
$871K +$462K +18,572 +114%
DB
93
Danske Bank
Denmark
$870K -$480K -19,302 -36%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$862K -$21.8K -876 -2%
ACM
95
Aquatic Capital Management
Illinois
$851K +$393K +15,831 +87%
IC
96
IEQ Capital
California
$838K +$348K +13,984 +72%
SAMT
97
Select Asset Management & Trust
Pennsylvania
$807K
Comerica Bank
98
Comerica Bank
Texas
$797K +$133K +5,356 +20%
SEI Investments
99
SEI Investments
Pennsylvania
$790K -$1.36M -54,856 -63%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$739K -$123K -4,950 -14%

BBT Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2025, worth a combined $1.12B — down 0.38% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BBT positions and 29 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $22.1M. The largest seller was Citadel Advisors, cutting an estimated $22.6M.

  • 231 institutional investors held Beacon Financial Corp (BBT) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q2 2025, down 0.38% quarter-over-quarter.
  • 32 funds opened new Beacon Financial Corp positions in Q2 2025 and 29 closed out, a net change of +3 holders.
  • The largest Beacon Financial Corp buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $22.1M added.
  • The largest Beacon Financial Corp seller in Q2 2025 was Citadel Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.