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
IC
101
IEQ Capital
California
$1.13M +$407K +13,927 +59%
Wells Fargo
102
Wells Fargo
California
$1.13M -$1.77M -60,500 -62%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.12M -$35K -1,200 -3%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M -$5.81K -199 -0.5%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.09M +$55.6K +1,906 +6%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$1.09M
KCM
107
Kennedy Capital Management
Missouri
$1.08M +$1.05M +36,059 New
First Trust Advisors
108
First Trust Advisors
Illinois
$1.07M +$226K +7,733 +28%
NA
109
NewEdge Advisors
Louisiana
$1.03M -$52.5K -1,800 -5%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$991K -$4.73K -162 -0.5%
IIM
111
INTECH Investment Management
Florida
$944K +$92.7K +3,174 +11%
GCP
112
GSA Capital Partners
United Kingdom
$922K +$897K +30,733 New
PCM
113
Parsons Capital Management
Rhode Island
$896K +$57.1K +1,956 +7%
DS
114
DRW Securities
Illinois
$894K +$402K +13,780 +86%
SG Americas Securities
115
SG Americas Securities
New York
$892K -$547K -18,749 -39%
YIH
116
Y-Intercept (HK)
Hong Kong
$884K +$860K +29,461 New
Stifel Financial
117
Stifel Financial
Missouri
$860K +$470K +16,091 +128%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$849K -$5.84K -200 -0.7%
Creative Planning
119
Creative Planning
Kansas
$847K +$523K +17,924 +174%
HI
120
Horizon Investments
North Carolina
$821K +$799K +27,358 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$808K -$21K -718 -3%
PFO
122
PMC FIG Opportunities
Israel
$786K +$765K +26,196 New
SAMT
123
Select Asset Management & Trust
Pennsylvania
$783K
HSBC Holdings
124
HSBC Holdings
United Kingdom
$782K -$716K -24,510 -48%
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$731K +$711K +24,359 New