BBT

Beacon Financial Corp

276 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 113 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 capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 113

66.62% less ownership

Funds ownership: 157.75%91.13% (-67%)

Holders
276
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
US Bancorp
201
US Bancorp
Minnesota
$144K
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K
DJSG
203
D.J. St. Germain
Massachusetts
$142K
HFS
204
Hantz Financial Services
Michigan
$128K
SCM
205
Sterling Capital Management
North Carolina
$127K
PWPS
206
Pinnacle Wealth Planning Services
Ohio
$122K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$120K
TRCT
208
Tower Research Capital (TRC)
New York
$93.7K
KBC Group
209
KBC Group
Belgium
$93K
MWPCG
210
Measured Wealth Private Client Group
New Hampshire
$89.4K
FFA
211
Farther Finance Advisors
California
$89.4K
BTI
212
Blue Trust Inc
Georgia
$76.3K
VCM
213
Versant Capital Management
Arizona
$63.7K
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$59.5K
BLC
215
Brown, Lisle/Cummings
Rhode Island
$49.9K
SAM
216
Smartleaf Asset Management
Massachusetts
$43.8K
GI
217
GAMMA Investing
California
$42.6K
Ohio Public Employees Retirement System (OPERS)
218
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5K
PS
219
Pinney & Scofield
Massachusetts
$38.1K
NB
220
NBT Bank
New York
$36.1K
TCOV
221
Trust Company of Vermont
Vermont
$35.5K
TM
222
Torren Management
California
$35.2K
EWA
223
EverSource Wealth Advisors
Alabama
$33.8K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$32K
TPCW
225
TD Private Client Wealth
New York
$32K