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BBT

Beacon Financial Corp

231 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3.67% more ownership

Funds ownership: 93.14%96.81% (+3.7%)

0% more funds holding

Funds holding: 230231 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$4.33M)

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
100
Reduced
59
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Aster Capital Management
United Arab Emirates
$13.5K +$13.4K +540 New
C
202
Covestor
United Kingdom
$11K +$10.9K +438 +10,950%
CA
203
Clearstead Advisors
Ohio
$10.9K +$10.9K +437 New
GKIM
204
GW&K Investment Management
Massachusetts
$10K -$373 -15 -4%
AAG
205
Armstrong Advisory Group
Massachusetts
$8.19K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$6.91K -$3.68K -148 -35%
LI
207
LRI Investments
Florida
$6.46K +$3.01K +121 +88%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$6.26K +$2.98K +120 +92%
Bessemer Group
209
Bessemer Group
New Jersey
$6K -$1.17K -47 -17%
TPWA
210
Twin Peaks Wealth Advisors
California
$5.83K +$5.69K +229 New
MCM
211
MAI Capital Management
Ohio
$5.79K +$5.74K +231 New
TWD
212
True Wealth Design
Ohio
$4.76K +$4.72K +190 New
PS
213
Pinney & Scofield
Massachusetts
$4.64K +$25 +1 +0.5%
UB
214
UMB Bank
Missouri
$4.08K +$1.67K +67 +70%
SPIA
215
Steward Partners Investment Advisory
New York
$3.15K +$3.13K +126 New
IA
216
IFP Advisors
Florida
$3.13K +$3.11K +125 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$2.6K -$4.37K -176 -63%
PA
218
Pineridge Advisors
Missouri
$2.36K
PA
219
Parallel Advisors
California
$2.25K -$895 -36 -29%
RIL
220
Rothschild Investment LLC
Illinois
$1.88K -$497 -20 -21%
Jones Financial Companies
221
Jones Financial Companies
Missouri
$1.58K +$969 +39 +163%
CT
222
Clearstead Trust
Maine
$1.4K +$1.39K +56 New
GWM
223
Geneos Wealth Management
Colorado
$1.03K +$1.02K +41 New
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$776
GC
225
Garde Capital
Washington
$376

BBT Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2025, worth a combined $1.12B — down 0.38% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BBT positions and 29 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $22.1M. The largest seller was Citadel Advisors, cutting an estimated $22.6M.

  • 231 institutional investors held Beacon Financial Corp (BBT) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q2 2025, down 0.38% quarter-over-quarter.
  • 32 funds opened new Beacon Financial Corp positions in Q2 2025 and 29 closed out, a net change of +3 holders.
  • The largest Beacon Financial Corp buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $22.1M added.
  • The largest Beacon Financial Corp seller in Q2 2025 was Citadel Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.