BBT

Beacon Financial Corp

232 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$22.3M
2 +$8.86M
3 +$5.71M
4
Goldman Sachs
Goldman Sachs
New York
+$5.55M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.5M

Top Sellers

1 -$22.8M
2 -$11.7M
3 -$7.98M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.94M
5
BlackRock
BlackRock
New York
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
201
New England Capital Financial Advisors
Connecticut
$15.1K
ACM
202
Aster Capital Management
United Arab Emirates
$13.5K
C
203
Covestor
United Kingdom
$11K
CA
204
Clearstead Advisors
Ohio
$10.9K
GKIM
205
GW&K Investment Management
Massachusetts
$10K
AAG
206
Armstrong Advisory Group
Massachusetts
$8.19K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$6.91K
LI
208
LRI Investments
Florida
$6.46K
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$6.26K
Bessemer Group
210
Bessemer Group
New Jersey
$6K
TPWA
211
Twin Peaks Wealth Advisors
California
$5.83K
MCM
212
MAI Capital Management
Ohio
$5.79K
TWD
213
True Wealth Design
Ohio
$4.76K
PS
214
Pinney & Scofield
Massachusetts
$4.64K
UB
215
UMB Bank
Missouri
$4.08K
SPIA
216
Steward Partners Investment Advisory
New York
$3.15K
IA
217
IFP Advisors
Florida
$3.13K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$2.6K
PA
219
Pineridge Advisors
Missouri
$2.36K
PA
220
Parallel Advisors
California
$2.25K
RIL
221
Rothschild Investment LLC
Illinois
$1.88K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$1.58K
CT
223
Clearstead Trust
Maine
$1.4K
GWM
224
Geneos Wealth Management
Colorado
$1.03K
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$776