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Beacon Financial Corp

282 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $1.74B → $2.02B (+$283M)

2% more funds holding

Funds holding: 277282 (+5)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

66.43% less ownership

Funds ownership: 157.72%91.29% (-66%)

Holders
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
76
Reduced
115
Closed
46
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$286K -$512K -20,198 -65%
BFIM
177
Beese Fulmer Investment Management
Ohio
$281K -$208K -8,231 -44%
CMF
178
Counterpoint Mutual Funds
California
$280K -$40.5K -1,597 -13%
FPH
179
Financial Planning Hawaii
Hawaii
$274K +$263K +10,380 New
VC
180
VarCov Co
Connecticut
$272K +$261K +10,318 New
Creative Planning
181
Creative Planning
Kansas
$272K -$56.7K -2,240 -18%
I
182
InceptionR
California
$270K +$260K +10,246 New
Mariner
183
Mariner
Kansas
$264K -$348K -13,727 -58%
SGC
184
Slocum, Gordon & Co
Rhode Island
$256K
HSA
185
HBK Sorce Advisory
Pennsylvania
$255K
MOACM
186
Mutual of America Capital Management
New York
$253K +$7.04K +278 +3%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$244K -$61.4K -2,423 -21%
BCI
188
Brinker Capital Investments
Pennsylvania
$243K -$30.5K -1,203 -12%
MFS
189
Mirabella Financial Services
United Kingdom
$236K +$227K +8,964 New
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$235K
GLA
191
Great Lakes Advisors
Illinois
$231K -$61.3K -2,419 -22%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$224K +$215K +8,484 New
ACM
193
Aquatic Capital Management
Illinois
$223K +$125K +4,939 +141%
Ensign Peak Advisors
194
Ensign Peak Advisors
Utah
$211K -$17.7K -700 -8%
KAS
195
Kestra Advisory Services
Texas
$211K +$203K +7,997 New
JIC
196
Joel Isaacson & Co
New York
$207K +$199K +7,844 New
BB
197
Berkshire Bank
Massachusetts
$207K +$199K +7,840 New
JSW
198
Journey Strategic Wealth
New Jersey
$204K +$196K +7,735 New
MFA
199
Mayflower Financial Advisors
Massachusetts
$204K +$196K +7,720 New
PT
200
Plimoth Trust
Massachusetts
$201K +$193K +7,604 New