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Beacon Financial Corp

282 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $1.74B → $2.02B (+$283M)

2% more funds holding

Funds holding: 277282 (+5)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

66.43% less ownership

Funds ownership: 157.72%91.29% (-66%)

Holders
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
76
Reduced
115
Closed
46
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
DS
151
DRW Securities
Illinois
$423K +$406K +16,026 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$416K -$332K -13,127 -45%
CCIA
153
Campbell & Co Investment Adviser
Maryland
$403K -$653K -25,778 -63%
WAM
154
Watershed Asset Management
California
$402K +$386K +15,229 New
WIA
155
World Investment Advisors
California
$393K +$329 +13 +0.1%
PA
156
Profund Advisors
Maryland
$389K +$374K +14,756 New
BNP Paribas Asset Management
157
BNP Paribas Asset Management
France
$384K +$330K +13,014 +847%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$383K -$61.5K -2,430 -14%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$378K -$18.9K -747 -5%
Mitsubishi UFJ Trust & Banking
160
Mitsubishi UFJ Trust & Banking
Japan
$367K +$353K +13,929 New
CL
161
Choreo LLC
Illinois
$358K -$72.1K -2,848 -17%
SDIC
162
South Dakota Investment Council
South Dakota
$357K -$50.7K -2,000 -13%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$357K -$132K -5,227 -28%
PCM
164
Polymer Capital Management
New York
$346K +$333K +13,132 New
Victory Capital Management
165
Victory Capital Management
Texas
$340K -$1.49K -59 -0.5%
HWAM
166
Hennion & Walsh Asset Management
New Jersey
$339K -$274K -10,824 -46%
VRS
167
Virginia Retirement Systems
Virginia
$338K +$109K +4,300 +51%
Stifel Financial
168
Stifel Financial
Missouri
$331K -$26.1K -1,031 -8%
MSRPS
169
Maryland State Retirement & Pension System
Maryland
$325K +$9.75K +385 +3%
SW
170
SlateStone Wealth
Florida
$320K
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$319K +$50.8K +2,006 +20%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$318K +$8.66K +342 +3%
Neuberger Berman Group
173
Neuberger Berman Group
New York
$306K +$27.3K +1,079 +10%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$301K -$19.5K -768 -6%
RSWM
175
Robertson Stephens Wealth Management
California
$286K +$275K +10,843 New