BBT

Beacon Financial Corporation

229 hedge funds and large institutions have $1.12B invested in Beacon Financial Corporation in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
98
Reduced
52
Closed
18
Calls
$8K
Puts
$3K
Net Calls
+$5K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$9.47K
AAG
202
Armstrong Advisory Group
Massachusetts
$9.3K
QCG
203
Quadrant Capital Group
Ohio
$7.72K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$7.31K +$5.61K +215 +331%
Bessemer Group
205
Bessemer Group
New Jersey
$7K +$5.75K +230 +460%
HFS
206
Hantz Financial Services
Michigan
$6K +$6K +220 New
NC
207
NewSquare Capital
Pennsylvania
$5.35K +$5.35K +205 New
PS
208
Pinney & Scofield
Massachusetts
$4.8K +$4.8K +184 New
LI
209
LRI Investments
Florida
$3.57K +$3.57K +137 New
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$3.39K -$52 -2 -2%
HCP
211
Hexagon Capital Partners
Arkansas
$3.39K +$3.39K +130 New
PA
212
Parallel Advisors
California
$3.29K +$941 +36 +40%
SW
213
SVB Wealth
Massachusetts
$2.87K +$2.87K +110 New
UB
214
UMB Bank
Missouri
$2.51K
RIL
215
Rothschild Investment LLC
Illinois
$2.48K +$652 +25 +36%
PA
216
Pineridge Advisors
Missouri
$2.46K +$2.46K +94 New
MG
217
Mather Group
Illinois
$1.31K
EWA
218
EverSource Wealth Advisors
Alabama
$1.15K -$1.02K -39 -47%
AAP
219
Arax Advisory Partners
Colorado
$992
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$809
BSB
221
Bangor Savings Bank
Maine
$652
LFG
222
Larson Financial Group
Missouri
$652 +$443 +17 +213%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$628 +$628 +24 New
GC
224
Garde Capital
Washington
$392 +$392 +15 New
SC
225
Stephens Consulting
Michigan
$392 +$392 +15 New