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BBT

Beacon Financial Corp
BBT

277 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, 141 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 39

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

60.91% more ownership

Funds ownership: 96.81% → 157.72% (+61%)

55% more capital invested

Capital invested by funds: $1.12B → $1.74B (+$615M)

20% more funds holding

Funds holding: 231 → 277 (+46)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
277
Holders Change
+46
Holders Change %
+19.91%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
141
Reduced
39
Closed
34
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$136M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$65.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$56.3M
5
State Street
State Street
Massachusetts
+$49.5M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.5M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7.82M
3
BCM
Basswood Capital Management
New York
-$6.8M
4
CSS
Cubist Systematic Strategies
Connecticut
-$5.39M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$310K +$1.39K +54 +0.4%
Victory Capital Management
177
Victory Capital Management
Texas
$307K +$126K +4,919 +61%
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$298K -$122K -4,765 -27%
Creative Planning
179
Creative Planning
Kansas
$297K +$322K +12,540 New
CMF
180
Counterpoint Mutual Funds
California
$290K +$314K +12,229 New
AIM
181
Aigen Investment Management
New York
$290K +$313K +12,218 New
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$289K +$312K +12,171 New
SW
183
SlateStone Wealth
Florida
$288K +$19.7K +767 +7%
AIM
184
AXA Investment Managers
France
$288K +$311K +12,132 New
MSRPS
185
Maryland State Retirement & Pension System
Maryland
$283K -$34.7K -1,353 -10%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$278K -$16K -622 -5%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$277K +$294K +11,479 New
GLA
188
Great Lakes Advisors
Illinois
$265K +$44.2K +1,722 +18%
IWC
189
Integrated Wealth Concepts
Massachusetts
$263K +$284K +11,087 New
Neuberger Berman Group
190
Neuberger Berman Group
New York
$250K +$37.6K +1,468 +16%
BCI
191
Brinker Capital Investments
Pennsylvania
$247K -$13K -505 -5%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$240K +$259K +10,108 New
SC
193
Savant Capital
Illinois
$239K +$258K +10,070 New
SGC
194
Slocum, Gordon & Co
Rhode Island
$230K +$249K +9,696 New
MOACM
195
Mutual of America Capital Management
New York
$221K +$239K +9,312 New
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$211K – – –
CBU
197
CIBC Bancorp USA
Illinois
$211K +$228K +8,888 New
Ensign Peak Advisors
198
Ensign Peak Advisors
Utah
$206K -$533K -20,800 -71%
HSA
199
HBK Sorce Advisory
Pennsylvania
$202K +$539 +21 +0.3%
VRS
200
Virginia Retirement Systems
Virginia
$202K +$218K +8,500 New
6 7
8
9 10

BBT Hedge Fund Activity: Q3 2025 in Review

277 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2025, worth a combined $1.74B — up 55% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BBT positions and 34 closed out — a net gain of 47 holders — while 141 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 277 institutional investors held Beacon Financial Corp (BBT) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $1.74B of Beacon Financial Corp stock for Q3 2025, up 55% quarter-over-quarter.
  • 81 funds opened new Beacon Financial Corp positions in Q3 2025 and 34 closed out, a net change of +47 holders.
  • The largest Beacon Financial Corp buyer in Q3 2025 was BlackRock, an estimated $136M added.
  • The largest Beacon Financial Corp seller in Q3 2025 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.