BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

230 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
100
Reduced
57
Closed
29
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$3K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$22.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.86M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.71M
4
Goldman Sachs
Goldman Sachs
New York
+$5.55M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$22.8M
2
ECM
ExodusPoint Capital Management
New York
-$11.7M
3
ACB
Aristotle Capital Boston
Massachusetts
-$7.98M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.94M
5
BlackRock
BlackRock
New York
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$1.62M -$1.39M -55,665 -46%
Macquarie Group
77
Macquarie Group
Australia
$1.38M – – –
AllianceBernstein
78
AllianceBernstein
Tennessee
$1.33M +$185K +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 +$663K +26,496 +103%
DTL
81
Dynamic Technology Lab
Singapore
$1.29M +$457K +18,259 +55%
FL
82
Fourthstone LLC
Missouri
$1.28M +$263K +10,500 +26%
Connor, Clark & Lunn Investment Management (CC&L)
83
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.18M +$922K +36,806 +354%
Deutsche Bank
84
Deutsche Bank
Germany
$1.03M -$1.74M -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 -$5.58K -223 -0.6%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$982K +$175 +7 +0%
Squarepoint
88
Squarepoint
New York
$961K +$961K +38,371 New
Raymond James Financial
89
Raymond James Financial
Florida
$943K +$216K +8,643 +30%
NA
90
NewEdge Advisors
Louisiana
$884K +$701 +28 +0.1%
SIM
91
SummerHaven Investment Management
Connecticut
$873K +$14.8K +592 +2%
CWM
92
Congress Wealth Management
Massachusetts
$871K +$465K +18,572 +114%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$862K -$21.9K -876 -2%
ACM
94
Aquatic Capital Management
Illinois
$851K +$396K +15,831 +87%
IC
95
IEQ Capital
California
$838K +$350K +13,984 +72%
SAMT
96
Select Asset Management & Trust
Pennsylvania
$807K – – –
Comerica Bank
97
Comerica Bank
Texas
$797K +$134K +5,356 +20%
SEI Investments
98
SEI Investments
Pennsylvania
$790K -$1.37M -54,856 -63%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$739K -$124K -4,950 -14%
IIM
100
INTECH Investment Management
Florida
$727K -$206K -8,223 -22%
2 3
4
5 6