BBT

Beacon Financial Corp

229 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
151
Brinker Capital Investments
Pennsylvania
$280K
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$272K
Connor, Clark & Lunn Investment Management (CC&L)
153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$271K
BB
154
Berkshire Bank
Massachusetts
$271K
TI
155
Trexquant Investment
Connecticut
$270K
ProShare Advisors
156
ProShare Advisors
Maryland
$265K
CFO
157
Callan Family Office
Pennsylvania
$264K
AIM
158
Aigen Investment Management
New York
$253K
CWM
159
CIBC World Markets
New York
$249K
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$240K
Neuberger Berman Group
161
Neuberger Berman Group
New York
$237K
KK
162
KLP Kapitalforvaltning
Norway
$235K
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$232K
Victory Capital Management
164
Victory Capital Management
Texas
$212K
HSA
165
HBK Sorce Advisory
Pennsylvania
$210K
JIC
166
Joel Isaacson & Co
New York
$205K
SG
167
StoneX Group
New York
$202K
PD
168
Point72 (DIFC)
United Arab Emirates
$162K
US Bancorp
169
US Bancorp
Minnesota
$141K
DJSG
170
D.J. St. Germain
Massachusetts
$124K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$115K
Federated Hermes
172
Federated Hermes
Pennsylvania
$115K
AIP
173
Ameritas Investment Partners
Nebraska
$114K
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$107K
SOW
175
State of Wyoming
Wyoming
$102K