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
MC
151
Moors & Cabot
Massachusetts
$463K
WAM
152
Watershed Asset Management
California
$457K
WIA
153
World Investment Advisors
California
$447K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$446K
Marshall Wace
155
Marshall Wace
United Kingdom
$441K
VOYA Investment Management
156
VOYA Investment Management
Georgia
$436K
Russell Investments Group
157
Russell Investments Group
United Kingdom
$422K
CL
158
Choreo LLC
Illinois
$422K
Mitsubishi UFJ Trust & Banking
159
Mitsubishi UFJ Trust & Banking
Japan
$418K
Victory Capital Management
160
Victory Capital Management
Texas
$406K
IFU
161
iSAM Funds (UK)
United Kingdom
$397K
CFSG
162
Clark Financial Services Group
Missouri
$394K
ProShare Advisors
163
ProShare Advisors
Maryland
$389K
First Manhattan
164
First Manhattan
New York
$386K
FRM
165
Fox Run Management
Connecticut
$385K
HighTower Advisors
166
HighTower Advisors
Illinois
$380K
HWAM
167
Hennion & Walsh Asset Management
New Jersey
$380K
MSRPS
168
Maryland State Retirement & Pension System
Maryland
$370K
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$363K
Neuberger Berman Group
170
Neuberger Berman Group
New York
$359K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$348K
SW
172
SlateStone Wealth
Florida
$347K
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$345K
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$337K
Natixis Advisors
175
Natixis Advisors
Massachusetts
$335K