We are live on ! Find out more
BBT

Beacon Financial Corp

277 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 141 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 39

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

60.91% more ownership

Funds ownership: 96.81%157.72% (+61%)

55% more capital invested

Capital invested by funds: $1.12B → $1.74B (+$615M)

20% more funds holding

Funds holding: 231277 (+46)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
277
Holders Change
+46
Holders Change %
+19.91%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
141
Reduced
39
Closed
34
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$165K +$56.9K +2,219 +47%
ECM
202
EMC Capital Management
Texas
$153K +$72.1K +2,813 +77%
DJSG
203
D.J. St. Germain
Massachusetts
$145K
SCM
204
Sterling Capital Management
North Carolina
$137K -$267K -10,392 -64%
US Bancorp
205
US Bancorp
Minnesota
$130K +$1.74K +68 +1%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$121K +$129K +5,031 New
SOW
207
State of Wyoming
Wyoming
$121K +$11.3K +440 +9%
MWPCG
208
Measured Wealth Private Client Group
New Hampshire
$111K +$120K +4,688 New
NICM
209
Neo Ivy Capital Management
New York
$110K +$119K +4,630 New
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$108K +$11.7K +458 +11%
TRCT
211
Tower Research Capital (TRC)
New York
$102K +$6.62K +258 +6%
ACM
212
Aquatic Capital Management
Illinois
$83.3K -$782K -30,479 -90%
KBC Group
213
KBC Group
Belgium
$83K +$46.1K +1,797 +104%
FFA
214
Farther Finance Advisors
California
$76.7K +$57K +2,223 +220%
BTI
215
Blue Trust Inc
Georgia
$75.6K +$35.4K +1,379 +76%
SAM
216
Shell Asset Management
Netherlands
$75K +$4.16K +162 +5%
EWA
217
EverSource Wealth Advisors
Alabama
$74K +$33K +1,285 +70%
VCM
218
Versant Capital Management
Arizona
$57.3K +$30.2K +1,179 +95%
GI
219
GAMMA Investing
California
$52.6K +$13.8K +537 +32%
BLC
220
Brown, Lisle/Cummings
Rhode Island
$44.9K +$48.5K +1,893 New
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$38K +$18.7K +728 +83%
EP
222
Essential Partners
California
$36.6K +$22.5K +878 +132%
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$36K +$3.82K +149 +11%
PS
224
Pinney & Scofield
Massachusetts
$34.3K +$32.4K +1,262 +682%
SAM
225
Smartleaf Asset Management
Massachusetts
$33.7K +$12K +467 +49%

BBT Hedge Fund Activity: Q3 2025 in Review

277 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2025, worth a combined $1.74B — up 55% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BBT positions and 34 closed out — a net gain of 47 holders — while 141 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 277 institutional investors held Beacon Financial Corp (BBT) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $1.74B of Beacon Financial Corp stock for Q3 2025, up 55% quarter-over-quarter.
  • 81 funds opened new Beacon Financial Corp positions in Q3 2025 and 34 closed out, a net change of +47 holders.
  • The largest Beacon Financial Corp buyer in Q3 2025 was BlackRock, an estimated $136M added.
  • The largest Beacon Financial Corp seller in Q3 2025 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.