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
AB
126
Amalgamated Bank
New York
$724K
GI
127
GAMCO Investors
Connecticut
$715K
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$692K
PFSRSONJ
129
Police & Firemen's Retirement System of New Jersey
New Jersey
$692K
ASRS
130
Arizona State Retirement System
Arizona
$691K
JFG
131
Jefferies Financial Group
New York
$690K
Osaic Holdings
132
Osaic Holdings
Arizona
$671K
YCM
133
Yousif Capital Management
Michigan
$669K
FPW
134
Flywheel Private Wealth
California
$663K
XT
135
XTX Topco
Cayman Islands
$651K
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$645K
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$623K
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$622K
PAG
139
Private Advisor Group
New Jersey
$615K
VIA
140
Vanguard Investments Australia
Australia
$595K
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$588K
CH
142
Canton Hathaway
Rhode Island
$581K
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$574K
KK
144
KLP Kapitalforvaltning
Norway
$562K
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$557K
CFO
146
Callan Family Office
Pennsylvania
$553K
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$500K
DCM
148
DGS Capital Management
New Jersey
$500K
JF
149
JMN Financial
Ohio
$495K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$488K