BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

230 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
100
Reduced
57
Closed
29
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$3K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$68.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$141M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$17M
4
Goldman Sachs
Goldman Sachs
New York
$16.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$5M
2
ECM
ExodusPoint Capital Management
New York
$2.89M
3
ACB
Aristotle Capital Boston
Massachusetts
$0
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.82M
5
BlackRock
BlackRock
New York
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$373K -$236K -9,410 -39%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$372K – – –
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$355K – – –
PAG
129
Private Advisor Group
New Jersey
$349K +$24.8K +989 +8%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$343K -$1.9K -76 -0.6%
ASRS
131
Arizona State Retirement System
Arizona
$339K +$30.2K +1,206 +10%
GCM
132
Graham Capital Management
Connecticut
$339K -$1.04M -41,646 -75%
MSRPS
133
Maryland State Retirement & Pension System
Maryland
$333K – – –
JWCA
134
J.W. Cole Advisors
Florida
$326K +$326K +13,039 New
AB
135
Amalgamated Bank
New York
$323K – – –
YIH
136
Y-Intercept (HK)
Hong Kong
$318K +$318K +12,703 New
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$315K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$309K +$1.8K +72 +0.6%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$293K +$20.1K +802 +7%
BFIM
140
Beese Fulmer Investment Management
Ohio
$293K – – –
SW
141
SlateStone Wealth
Florida
$285K – – –
BCI
142
Brinker Capital Investments
Pennsylvania
$273K +$5.03K +201 +2%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$273K -$173K -6,902 -39%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$273K -$275K -10,966 -50%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$261K – – –
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$260K -$858K -34,282 -77%
ProShare Advisors
147
ProShare Advisors
Maryland
$259K +$5.01K +200 +2%
BB
148
Berkshire Bank
Massachusetts
$259K -$1.1K -44 -0.4%
JSW
149
Journey Strategic Wealth
New Jersey
$258K +$258K +10,318 New
PFSRSONJ
150
Police & Firemen's Retirement System of New Jersey
New Jersey
$257K +$26K +1,038 +11%
4 5
6
7 8