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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

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
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Moors & Cabot
Massachusetts
$463K -$44.3K -1,517 -9%
WAM
152
Watershed Asset Management
California
$457K
WIA
153
World Investment Advisors
California
$447K +$29 +1 +0%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$446K +$10.3K +354 +2%
Marshall Wace
155
Marshall Wace
United Kingdom
$441K +$429K +14,700 New
VOYA Investment Management
156
VOYA Investment Management
Georgia
$436K -$5.32M -182,130 -93%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$422K -$391K -13,402 -49%
CL
158
Choreo LLC
Illinois
$422K +$16.4K +561 +4%
Mitsubishi UFJ Trust & Banking
159
Mitsubishi UFJ Trust & Banking
Japan
$418K
Victory Capital Management
160
Victory Capital Management
Texas
$406K +$18.2K +624 +5%
IFU
161
iSAM Funds (UK)
United Kingdom
$397K +$387K +13,249 New
CFSG
162
Clark Financial Services Group
Missouri
$394K +$383K +13,117 New
ProShare Advisors
163
ProShare Advisors
Maryland
$389K -$94.5K -3,238 -20%
First Manhattan
164
First Manhattan
New York
$386K -$111K -3,811 -23%
FRM
165
Fox Run Management
Connecticut
$385K -$1.18M -40,489 -75%
HighTower Advisors
166
HighTower Advisors
Illinois
$380K +$53.4K +1,830 +17%
HWAM
167
Hennion & Walsh Asset Management
New Jersey
$380K -$5.96K -204 -2%
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 +$10.3K +354 +3%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$348K -$12.9K -443 -4%
SW
172
SlateStone Wealth
Florida
$347K -$16.3K -557 -5%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$345K +$68.7K +2,353 +26%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$337K -$4.96K -170 -1%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$335K +$326K +11,170 New