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Beacon Financial Corp

282 hedge funds and large institutions have $2.02B invested in Beacon Financial Corp in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $1.74B → $2.02B (+$283M)

2% more funds holding

Funds holding: 277282 (+5)

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
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
76
Reduced
115
Closed
46
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$184K
ECSS
202
Eurizon Capital SGR SpA
$155K +$148K +5,849 New
ECM
203
EMC Capital Management
Texas
$145K -$24.5K -969 -15%
US Bancorp
204
US Bancorp
Minnesota
$144K
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K
DJSG
206
D.J. St. Germain
Massachusetts
$142K -$18.2K -720 -12%
HFS
207
Hantz Financial Services
Michigan
$128K -$243K -9,593 -66%
SCM
208
Sterling Capital Management
North Carolina
$127K -$23.9K -942 -16%
PWPS
209
Pinnacle Wealth Planning Services
Ohio
$122K +$117K +4,608 New
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$120K
TRCT
211
Tower Research Capital (TRC)
New York
$93.7K -$18.7K -739 -17%
KBC Group
212
KBC Group
Belgium
$93K
MWPCG
213
Measured Wealth Private Client Group
New Hampshire
$89.4K -$32.8K -1,296 -28%
FFA
214
Farther Finance Advisors
California
$89.4K +$4K +158 +5%
BTI
215
Blue Trust Inc
Georgia
$76.3K -$7.4K -292 -9%
VCM
216
Versant Capital Management
Arizona
$63.7K
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$59.5K +$16.5K +653 +41%
BLC
218
Brown, Lisle/Cummings
Rhode Island
$49.9K
SAM
219
Smartleaf Asset Management
Massachusetts
$43.8K +$5.83K +230 +16%
GI
220
GAMMA Investing
California
$42.6K -$15.3K -604 -27%
Ohio Public Employees Retirement System (OPERS)
221
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5K -$295K -11,654 -88%
PS
222
Pinney & Scofield
Massachusetts
$38.1K
NB
223
NBT Bank
New York
$36.1K +$431 +17 +1%
TCOV
224
Trust Company of Vermont
Vermont
$35.5K +$34.1K +1,346 New
TM
225
Torren Management
California
$35.2K +$33.8K +1,336 New