BBT

Beacon Financial Corporation

229 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation 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
+15
Holders Change %
+7.01%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
98
Reduced
52
Closed
18
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$280K -$10.7K -409 -4%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$272K +$13K +500 +5%
Connor, Clark & Lunn Investment Management (CC&L)
153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$271K -$79.9K -3,064 -23%
BB
154
Berkshire Bank
Massachusetts
$271K -$5.22K -200 -2%
TI
155
Trexquant Investment
Connecticut
$270K -$992K -38,037 -79%
ProShare Advisors
156
ProShare Advisors
Maryland
$265K -$72K -2,761 -21%
CFO
157
Callan Family Office
Pennsylvania
$264K -$189K -7,249 -42%
AIM
158
Aigen Investment Management
New York
$253K +$253K +9,713 New
CWM
159
CIBC World Markets
New York
$249K +$249K +9,527 New
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$240K
Neuberger Berman Group
161
Neuberger Berman Group
New York
$237K +$237K +9,082 New
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 +$7.1K +272 +3%
HSA
165
HBK Sorce Advisory
Pennsylvania
$210K
JIC
166
Joel Isaacson & Co
New York
$205K
SG
167
StoneX Group
New York
$202K +$202K +7,747 New
PD
168
Point72 (DIFC)
United Arab Emirates
$162K +$162K +6,198 New
US Bancorp
169
US Bancorp
Minnesota
$141K -$408K -15,621 -74%
DJSG
170
D.J. St. Germain
Massachusetts
$124K -$31.8K -1,218 -20%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$115K +$96.1K +3,688 +509%
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 +$102K +3,892 New