BBT

Beacon Financial Corp

281 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

66.43% less ownership

Funds ownership: 157.72%91.29% (-66%)

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$184K
ECSS
202
Eurizon Capital SGR SpA
$155K
ECM
203
EMC Capital Management
Texas
$145K
US Bancorp
204
US Bancorp
Minnesota
$144K
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K
DJSG
206
D.J. St. Germain
Massachusetts
$142K
HFS
207
Hantz Financial Services
Michigan
$128K
SCM
208
Sterling Capital Management
North Carolina
$127K
PWPS
209
Pinnacle Wealth Planning Services
Ohio
$122K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$120K
TRCT
211
Tower Research Capital (TRC)
New York
$93.7K
KBC Group
212
KBC Group
Belgium
$93K
MWPCG
213
Measured Wealth Private Client Group
New Hampshire
$89.4K
FFA
214
Farther Finance Advisors
California
$89.4K
BTI
215
Blue Trust Inc
Georgia
$76.3K
VCM
216
Versant Capital Management
Arizona
$63.7K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$59.5K
BLC
218
Brown, Lisle/Cummings
Rhode Island
$49.9K
SAM
219
Smartleaf Asset Management
Massachusetts
$43.8K
GI
220
GAMMA Investing
California
$42.6K
Ohio Public Employees Retirement System (OPERS)
221
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5K
PS
222
Pinney & Scofield
Massachusetts
$38.1K
NB
223
NBT Bank
New York
$36.1K
TCOV
224
Trust Company of Vermont
Vermont
$35.5K
TM
225
Torren Management
California
$35.2K