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Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
176
Robertson Stephens Wealth Management
California
$325K
BFIM
177
Beese Fulmer Investment Management
Ohio
$320K -$409 -14 -0.1%
Balyasny Asset Management
178
Balyasny Asset Management
Illinois
$319K -$290K -9,922 -48%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$313K +$238K +8,168 +362%
FPH
180
Financial Planning Hawaii
Hawaii
$311K
BB
181
Berkshire Bank
Massachusetts
$310K +$73K +2,500 +32%
GS
182
GTS Securities
New York
$298K +$290K +9,929 New
Mariner
183
Mariner
Kansas
$297K -$2.31K -79 -0.8%
SC
184
Savant Capital
Illinois
$295K +$287K +9,822 New
GLA
185
Great Lakes Advisors
Illinois
$291K +$27.6K +947 +11%
SGC
186
Slocum, Gordon & Co
Rhode Island
$291K
SO
187
STRS Ohio
Ohio
$288K -$578K -19,800 -67%
MOACM
188
Mutual of America Capital Management
New York
$288K +$58 +2 +0%
BCI
189
Brinker Capital Investments
Pennsylvania
$284K +$7.09K +243 +3%
PAP
190
Persistent Asset Partners
Hong Kong
$281K +$273K +9,354 New
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$267K
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$248K -$6.57K -225 -3%
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$247K +$241K +8,248 New
EM
194
ELCO Management
New York
$247K +$240K +8,236 New
KAS
195
Kestra Advisory Services
Texas
$243K +$2.63K +90 +1%
Ensign Peak Advisors
196
Ensign Peak Advisors
Utah
$240K
PA
197
Profund Advisors
Maryland
$240K -$198K -6,769 -46%
X
198
Xponance
Pennsylvania
$237K +$230K +7,889 New
JSW
199
Journey Strategic Wealth
New Jersey
$236K +$3.85K +132 +2%
JIC
200
Joel Isaacson & Co
New York
$235K