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 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$130M
2 +$9.66M
3 +$5.87M
4
IP
Interval Partners
New York
+$4.84M
5
Goldman Sachs
Goldman Sachs
New York
+$4.31M

Top Sellers

1 -$33.1M
2 -$8.76M
3 -$8.69M
4
UBS Group
UBS Group
Switzerland
-$8.46M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$7.46M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
IEQ Capital
California
$1.13M
Wells Fargo
102
Wells Fargo
California
$1.13M
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.12M
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.09M
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$1.09M
KCM
107
Kennedy Capital Management
Missouri
$1.08M
First Trust Advisors
108
First Trust Advisors
Illinois
$1.07M
NA
109
NewEdge Advisors
Louisiana
$1.03M
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$991K
IIM
111
INTECH Investment Management
Florida
$944K
GCP
112
GSA Capital Partners
United Kingdom
$922K
PCM
113
Parsons Capital Management
Rhode Island
$896K
DS
114
DRW Securities
Illinois
$894K
SG Americas Securities
115
SG Americas Securities
New York
$892K
YIH
116
Y-Intercept (HK)
Hong Kong
$884K
Stifel Financial
117
Stifel Financial
Missouri
$860K
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$849K
Creative Planning
119
Creative Planning
Kansas
$847K
HI
120
Horizon Investments
North Carolina
$821K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$808K
PFO
122
PMC FIG Opportunities
Israel
$786K
SAMT
123
Select Asset Management & Trust
Pennsylvania
$783K
HSBC Holdings
124
HSBC Holdings
United Kingdom
$782K
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$731K