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
RSWM
176
Robertson Stephens Wealth Management
California
$325K
BFIM
177
Beese Fulmer Investment Management
Ohio
$320K
Balyasny Asset Management
178
Balyasny Asset Management
Illinois
$319K
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$313K
FPH
180
Financial Planning Hawaii
Hawaii
$311K
BB
181
Berkshire Bank
Massachusetts
$310K
GS
182
GTS Securities
New York
$298K
Mariner
183
Mariner
Kansas
$297K
SC
184
Savant Capital
Illinois
$295K
GLA
185
Great Lakes Advisors
Illinois
$291K
SGC
186
Slocum, Gordon & Co
Rhode Island
$291K
SO
187
STRS Ohio
Ohio
$288K
MOACM
188
Mutual of America Capital Management
New York
$288K
BCI
189
Brinker Capital Investments
Pennsylvania
$284K
PAP
190
Persistent Asset Partners
Hong Kong
$281K
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$267K
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$248K
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$247K
EM
194
ELCO Management
New York
$247K
KAS
195
Kestra Advisory Services
Texas
$243K
Ensign Peak Advisors
196
Ensign Peak Advisors
Utah
$240K
PA
197
Profund Advisors
Maryland
$240K
X
198
Xponance
Pennsylvania
$237K
JSW
199
Journey Strategic Wealth
New Jersey
$236K
JIC
200
Joel Isaacson & Co
New York
$235K