BBT

Beacon Financial Corp

277 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

66.53% less ownership

Funds ownership: 157.71%91.19% (-67%)

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
176
Beese Fulmer Investment Management
Ohio
$281K
CMF
177
Counterpoint Mutual Funds
California
$280K
FPH
178
Financial Planning Hawaii
Hawaii
$274K
VC
179
VarCov Co
Connecticut
$272K
Creative Planning
180
Creative Planning
Kansas
$272K
I
181
InceptionR
California
$270K
Mariner
182
Mariner
Kansas
$264K
SGC
183
Slocum, Gordon & Co
Rhode Island
$256K
HSA
184
HBK Sorce Advisory
Pennsylvania
$255K
MOACM
185
Mutual of America Capital Management
New York
$253K
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$244K
BCI
187
Brinker Capital Investments
Pennsylvania
$243K
MFS
188
Mirabella Financial Services
United Kingdom
$236K
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$235K
GLA
190
Great Lakes Advisors
Illinois
$231K
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$224K
ACM
192
Aquatic Capital Management
Illinois
$223K
Ensign Peak Advisors
193
Ensign Peak Advisors
Utah
$211K
KAS
194
Kestra Advisory Services
Texas
$211K
JIC
195
Joel Isaacson & Co
New York
$207K
BB
196
Berkshire Bank
Massachusetts
$207K
JSW
197
Journey Strategic Wealth
New Jersey
$204K
MFA
198
Mayflower Financial Advisors
Massachusetts
$204K
PT
199
Plimoth Trust
Massachusetts
$201K
AIP
200
Ameritas Investment Partners
Nebraska
$184K