We are live on ! Find out more
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
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$1.89M +$328K +12,789 New
IC
77
IEQ Capital
California
$1.84M +$1.14M +44,312 +132%
Deutsche Bank
78
Deutsche Bank
Germany
$1.8M +$891K +34,726 +84%
CM
79
CM Management
Florida
$1.79M +$1.94M +75,600 New
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$1.76M +$877K +34,185 +85%
Man Group
81
Man Group
United Kingdom
$1.66M -$2.24M -87,397 -56%
Wells Fargo
82
Wells Fargo
California
$1.56M -$132K -5,164 -7%
CH
83
Canton Hathaway
Rhode Island
$1.5M +$1.62M +63,344 New
Franklin Resources
84
Franklin Resources
California
$1.49M +$38.9K +1,516 +7%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$1.45M +$1.57M +61,109 New
Corient Private Wealth
86
Corient Private Wealth
Florida
$1.44M +$1.56M +60,863 New
Comerica Bank
87
Comerica Bank
Texas
$1.42M +$721K +28,114 +88%
SEI Investments
88
SEI Investments
Pennsylvania
$1.34M +$636K +24,794 +79%
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.3M +$200K +7,801 +17%
Jacobs Levy Equity Management
90
Jacobs Levy Equity Management
New Jersey
$1.26M -$3.43M -133,894 -72%
Cerity Partners
91
Cerity Partners
New York
$1.2M +$1.08M +42,236 +507%
MIM
92
MetLife Investment Management
New Jersey
$1.13M +$1.23M +47,848 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.13M -$979K -38,170 -45%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$1.12M +$930K +36,266 +333%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$1.09M +$1.18M +46,141 New
FL
96
Fourthstone LLC
Missouri
$1.09M -$128K -5,000 -10%
IMRF
97
Illinois Municipal Retirement Fund
Illinois
$1.04M +$499K +19,470 +80%
WG
98
Winton Group
United Kingdom
$1.04M +$1.12M +43,784 New
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1.04M +$428K +16,691 +61%
QT
100
Quantbot Technologies
New York
$1.03M -$645K -25,164 -37%

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.