BBT

Beacon Financial Corp

276 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

66.62% less ownership

Funds ownership: 157.75%91.13% (-67%)

Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$1.02M
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$1.01M
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$980K
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$956K
NA
105
NewEdge Advisors
Louisiana
$956K
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$920K
QCM
107
Quantinno Capital Management
New York
$919K
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$907K
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$875K
DFCM
110
Dark Forest Capital Management
Puerto Rico
$815K
SO
111
STRS Ohio
Ohio
$775K
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$751K
IIM
113
INTECH Investment Management
Florida
$746K
First Trust Advisors
114
First Trust Advisors
Illinois
$740K
PCM
115
Parsons Capital Management
Rhode Island
$736K
Squarepoint
116
Squarepoint
New York
$735K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$729K
FGP
118
Freestone Grove Partners
California
$728K
Russell Investments Group
119
Russell Investments Group
United Kingdom
$724K
SAMT
120
Select Asset Management & Trust
Pennsylvania
$688K
SEI Investments
121
SEI Investments
Pennsylvania
$686K
IIM
122
Ironwood Investment Management
Massachusetts
$646K
AB
123
Amalgamated Bank
New York
$637K
GI
124
GAMCO Investors
Connecticut
$628K
IC
125
IEQ Capital
California
$627K