BBT

Beacon Financial Corp

276 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 140 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$310K
Victory Capital Management
177
Victory Capital Management
Texas
$307K
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$298K
Creative Planning
179
Creative Planning
Kansas
$297K
CMF
180
Counterpoint Mutual Funds
California
$290K
AIM
181
Aigen Investment Management
New York
$290K
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$289K
SW
183
SlateStone Wealth
Florida
$288K
AIM
184
AXA Investment Managers
France
$288K
MSRPS
185
Maryland State Retirement & Pension System
Maryland
$283K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$278K
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$277K
GLA
188
Great Lakes Advisors
Illinois
$265K
IWC
189
Integrated Wealth Concepts
Massachusetts
$263K
Neuberger Berman Group
190
Neuberger Berman Group
New York
$250K
BCI
191
Brinker Capital Investments
Pennsylvania
$247K
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$240K
SC
193
Savant Capital
Illinois
$239K
SGC
194
Slocum, Gordon & Co
Rhode Island
$230K
MOACM
195
Mutual of America Capital Management
New York
$221K
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$211K
CBU
197
CIBC Bancorp USA
Illinois
$211K
Ensign Peak Advisors
198
Ensign Peak Advisors
Utah
$206K
HSA
199
HBK Sorce Advisory
Pennsylvania
$202K
VRS
200
Virginia Retirement Systems
Virginia
$202K