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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
Universal-Beteiligungs- und Servicegesellschaft
101
Universal-Beteiligungs- und Servicegesellschaft
Germany
$984K +$1.06M +41,482 New
CCIA
102
Campbell & Co Investment Adviser
Maryland
$974K -$1.6M -62,334 -60%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$945K +$756K +29,472 +284%
WAM
104
Wakefield Asset Management
Colorado
$934K -$2.36K -92 -0.2%
Mirae Asset Global ETFs Holdings
105
Mirae Asset Global ETFs Holdings
Hong Kong
$918K +$340K +13,257 +52%
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$906K +$433K +16,900 +79%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$896K +$86.9K +3,390 +10%
CAU
108
Caxton Associates (UK)
$895K +$756K +29,462 +355%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$860K +$396K +15,426 +74%
NA
110
NewEdge Advisors
Louisiana
$848K +$12.3K +478 +1%
SO
111
STRS Ohio
Ohio
$846K +$916K +35,700 New
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$817K +$276K +10,746 +45%
Millennium Management
113
Millennium Management
New York
$805K -$11.5M -449,756 -93%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$792K +$578K +22,534 +207%
SAMT
115
Select Asset Management & Trust
Pennsylvania
$764K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$742K +$802K +31,278 New
HighTower Advisors
117
HighTower Advisors
Illinois
$736K +$796K +31,027 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$728K +$216K +8,440 +38%
YIH
119
Y-Intercept (HK)
Hong Kong
$724K +$457K +17,836 +140%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$686K +$598K +23,308 +416%
SG Americas Securities
121
SG Americas Securities
New York
$683K +$215K +8,366 +41%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$664K +$519K +20,224 +260%
JG
123
Jain Global
New York
$663K +$717K +27,956 New
PCM
124
Parsons Capital Management
Rhode Island
$662K +$716K +27,904 New
HAI
125
Hennessy Advisors Inc
California
$647K +$700K +27,300 New

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.