BBT

Beacon Financial Corp

277 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

66.53% less ownership

Funds ownership: 157.71%91.19% (-67%)

Holders
277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECSS
201
Eurizon Capital SGR SpA
$155K
US Bancorp
202
US Bancorp
Minnesota
$144K
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K
DJSG
204
D.J. St. Germain
Massachusetts
$142K
HFS
205
Hantz Financial Services
Michigan
$128K
SCM
206
Sterling Capital Management
North Carolina
$127K
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$122K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$120K
TRCT
209
Tower Research Capital (TRC)
New York
$93.7K
KBC Group
210
KBC Group
Belgium
$93K
MWPCG
211
Measured Wealth Private Client Group
New Hampshire
$89.4K
FFA
212
Farther Finance Advisors
California
$89.4K
BTI
213
Blue Trust Inc
Georgia
$76.3K
VCM
214
Versant Capital Management
Arizona
$63.7K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$59.5K
BLC
216
Brown, Lisle/Cummings
Rhode Island
$49.9K
SAM
217
Smartleaf Asset Management
Massachusetts
$43.8K
GI
218
GAMMA Investing
California
$42.6K
Ohio Public Employees Retirement System (OPERS)
219
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5K
PS
220
Pinney & Scofield
Massachusetts
$38.1K
NB
221
NBT Bank
New York
$36.1K
TCOV
222
Trust Company of Vermont
Vermont
$35.5K
TM
223
Torren Management
California
$35.2K
EWA
224
EverSource Wealth Advisors
Alabama
$33.8K
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$32K