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 %
CCM
176
Coldstream Capital Management
Washington
$99.7K +$99.7K +3,821 New
SAM
177
Shell Asset Management
Netherlands
$87K -$3.81K -146 -4%
KBC Group
178
KBC Group
Belgium
$75K
QL
179
Quarry LP
New York
$60.1K +$26.5K +1,014 +79%
TRCT
180
Tower Research Capital (TRC)
New York
$49.1K -$49.3K -1,891 -50%
Osaic Holdings
181
Osaic Holdings
Arizona
$45.5K -$13.6K -523 -23%
MAM
182
Meeder Asset Management
Ohio
$35.8K +$20.3K +779 +131%
BTI
183
Blue Trust Inc
Georgia
$35.4K +$12.7K +487 +56%
TPCW
184
TD Private Client Wealth
New York
$31.6K +$9.45K +362 +43%
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$29.7K
SAM
186
Smartleaf Asset Management
Massachusetts
$29.1K -$26 -1 -0.1%
VCM
187
Versant Capital Management
Arizona
$28.2K
FFA
188
Farther Finance Advisors
California
$26.6K -$78 -3 -0.3%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$22.8K +$14.4K +550 +169%
RA
190
Rise Advisors
New York
$22K +$22K +844 New
GEA
191
Glen Eagle Advisors
New Jersey
$20.1K
SCM
192
Sterling Capital Management
North Carolina
$19.3K -$16.6K -635 -46%
WT
193
Whittier Trust
California
$19K
BIG
194
Brooklyn Investment Group
New York
$16.3K +$16.3K +624 New
GI
195
GAMMA Investing
California
$15.7K +$2.64K +101 +20%
NECFA
196
New England Capital Financial Advisors
Connecticut
$15.6K +$78 +3 +0.5%
PH
197
Pinnacle Holdings
Oklahoma
$14.1K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$11.1K +$6.08K +233 +122%
GKIM
199
GW&K Investment Management
Massachusetts
$11K +$259 +10 +2%
LC
200
Lindbrook Capital
California
$10.3K