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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
AB
126
Amalgamated Bank
New York
$724K -$1.14K -39 -0.2%
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 -$10.9K -374 -2%
JFG
131
Jefferies Financial Group
New York
$690K -$2.7M -92,566 -80%
Osaic Holdings
132
Osaic Holdings
Arizona
$671K +$11.2K +385 +2%
YCM
133
Yousif Capital Management
Michigan
$669K -$5.37K -184 -0.8%
FPW
134
Flywheel Private Wealth
California
$663K +$645K +22,100 New
XT
135
XTX Topco
Cayman Islands
$651K +$633K +21,689 New
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$645K +$107K +3,664 +21%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$623K
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$622K -$1.34K -46 -0.2%
PAG
139
Private Advisor Group
New Jersey
$615K -$9.37K -321 -2%
VIA
140
Vanguard Investments Australia
Australia
$595K +$579K +19,829 New
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$588K
CH
142
Canton Hathaway
Rhode Island
$581K -$803K -27,504 -59%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$574K -$2.92K -100 -0.5%
KK
144
KLP Kapitalforvaltning
Norway
$562K +$20.4K +700 +4%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$557K
CFO
146
Callan Family Office
Pennsylvania
$553K +$3.24K +111 +0.6%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$500K +$68.5K +2,347 +16%
DCM
148
DGS Capital Management
New Jersey
$500K -$12.4K -425 -2%
JF
149
JMN Financial
Ohio
$495K -$10.5K -361 -2%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$488K +$14.2K +487 +3%