We are live on ! Find out more
BBT

Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$2.17M +$2.09M +71,733 +12,076%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$2.15M -$215K -7,350 -9%
Canada Life
78
Canada Life
Manitoba, Canada
$2.09M
BFM
79
Boothbay Fund Management
New York
$1.93M +$1.88M +64,450 New
SEI Investments
80
SEI Investments
Pennsylvania
$1.91M +$1.1M +37,616 +145%
Corient Private Wealth
81
Corient Private Wealth
Florida
$1.89M -$1.82M -62,357 -50%
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$1.85M -$1.02K -35 -0.1%
Cerity Partners
83
Cerity Partners
New York
$1.81M +$39.5K +1,354 +2%
VGA
84
Vanguard Global Advisers
Pennsylvania
$1.8M +$1.75M +59,878 New
Connor, Clark & Lunn Investment Management (CC&L)
85
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.74M +$302K +10,341 +22%
Barclays
86
Barclays
United Kingdom
$1.7M -$3.64M -124,798 -69%
CP
87
Clarendon Private
Massachusetts
$1.53M +$1.49M +50,920 New
Amundi
88
Amundi
France
$1.49M +$865K +29,636 +147%
QCM
89
Quantinno Capital Management
New York
$1.49M +$433K +14,821 +43%
WG
90
Winton Group
United Kingdom
$1.46M +$130K +4,454 +10%
MIM
91
MetLife Investment Management
New Jersey
$1.37M -$66.4K -2,274 -5%
SC
92
SummitTX Capital
Texas
$1.37M +$45.7K +1,564 +4%
IMRF
93
Illinois Municipal Retirement Fund
Illinois
$1.34M +$37.4K +1,280 +3%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$1.3M -$39.4K -1,349 -3%
SSA
95
Schonfeld Strategic Advisors
New York
$1.29M -$64.3K -2,204 -5%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1.23M +$77.5K +2,655 +7%
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.22M
IIM
98
Ironwood Investment Management
Massachusetts
$1.21M +$462K +15,839 +65%
CM
99
CM Management
Florida
$1.2M -$242K -8,300 -17%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$1.17M +$11.1K +380 +1%