BBT

Beacon Financial Corp

277 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 52 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

66.53% less ownership

Funds ownership: 157.71%91.19% (-67%)

Holders
277
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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$416K
CCIA
152
Campbell & Co Investment Adviser
Maryland
$403K
WAM
153
Watershed Asset Management
California
$402K
WIA
154
World Investment Advisors
California
$392K
PA
155
Profund Advisors
Maryland
$389K
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$384K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$383K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$378K
Mitsubishi UFJ Trust & Banking
159
Mitsubishi UFJ Trust & Banking
Japan
$367K
CL
160
Choreo LLC
Illinois
$358K
SDIC
161
South Dakota Investment Council
South Dakota
$357K
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$357K
PCM
163
Polymer Capital Management
New York
$346K
Victory Capital Management
164
Victory Capital Management
Texas
$340K
HWAM
165
Hennion & Walsh Asset Management
New Jersey
$339K
VRS
166
Virginia Retirement Systems
Virginia
$338K
Stifel Financial
167
Stifel Financial
Missouri
$331K
MSRPS
168
Maryland State Retirement & Pension System
Maryland
$325K
SW
169
SlateStone Wealth
Florida
$320K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$319K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$318K
Neuberger Berman Group
172
Neuberger Berman Group
New York
$306K
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$301K
RSWM
174
Robertson Stephens Wealth Management
California
$286K
HighTower Advisors
175
HighTower Advisors
Illinois
$286K