BBT

Beacon Financial Corp

276 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
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
$4K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$165K
ECM
202
EMC Capital Management
Texas
$153K
DJSG
203
D.J. St. Germain
Massachusetts
$145K
SCM
204
Sterling Capital Management
North Carolina
$137K
US Bancorp
205
US Bancorp
Minnesota
$130K
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$121K
SOW
207
State of Wyoming
Wyoming
$121K
MWPCG
208
Measured Wealth Private Client Group
New Hampshire
$111K
NICM
209
Neo Ivy Capital Management
New York
$110K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$108K
TRCT
211
Tower Research Capital (TRC)
New York
$102K
ACM
212
Aquatic Capital Management
Illinois
$83.3K
FFA
213
Farther Finance Advisors
California
$76.7K
BTI
214
Blue Trust Inc
Georgia
$75.6K
SAM
215
Shell Asset Management
Netherlands
$75K
EWA
216
EverSource Wealth Advisors
Alabama
$74K
VCM
217
Versant Capital Management
Arizona
$57.3K
GI
218
GAMMA Investing
California
$52.6K
BLC
219
Brown, Lisle/Cummings
Rhode Island
$44.9K
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$38K
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$36K
PS
222
Pinney & Scofield
Massachusetts
$34.3K
SAM
223
Smartleaf Asset Management
Massachusetts
$33.7K
NB
224
NBT Bank
New York
$32K
TPCW
225
TD Private Client Wealth
New York
$28.7K