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 33 funds opening new positions, 100 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
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
ACM
201
Aster Capital Management
United Arab Emirates
$13.5K
C
202
Covestor
United Kingdom
$11K
CA
203
Clearstead Advisors
Ohio
$10.9K
GKIM
204
GW&K Investment Management
Massachusetts
$10K
AAG
205
Armstrong Advisory Group
Massachusetts
$8.19K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$6.91K
LI
207
LRI Investments
Florida
$6.46K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$6.26K
Bessemer Group
209
Bessemer Group
New Jersey
$6K
TPWA
210
Twin Peaks Wealth Advisors
California
$5.83K
MCM
211
MAI Capital Management
Ohio
$5.79K
TWD
212
True Wealth Design
Ohio
$4.76K
PS
213
Pinney & Scofield
Massachusetts
$4.64K
UB
214
UMB Bank
Missouri
$4.08K
SPIA
215
Steward Partners Investment Advisory
New York
$3.15K
IA
216
IFP Advisors
Florida
$3.13K
PFBT
217
Parkside Financial Bank & Trust
Missouri
$2.6K
PA
218
Pineridge Advisors
Missouri
$2.36K
PA
219
Parallel Advisors
California
$2.25K
RIL
220
Rothschild Investment LLC
Illinois
$1.88K
Jones Financial Companies
221
Jones Financial Companies
Missouri
$1.58K
CT
222
Clearstead Trust
Maine
$1.4K
GWM
223
Geneos Wealth Management
Colorado
$1.03K
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$776
GC
225
Garde Capital
Washington
$376