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BBT

Beacon Financial Corp

231 hedge funds and large institutions have $1.12B invested in Beacon Financial Corp in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3.67% more ownership

Funds ownership: 93.14%96.81% (+3.7%)

0% more funds holding

Funds holding: 230231 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$4.33M)

Holders
231
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
100
Reduced
59
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M -$2.69M -108,116 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M +$8.79M +353,670 +7%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$68.5M +$22.1M +891,165 +48%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$67.2M -$144K -5,789 -0.2%
State Street
5
State Street
Massachusetts
$59.9M +$2.26M +91,087 +4%
Invesco
6
Invesco
Georgia
$37.5M +$3.54M +142,593 +11%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$33.2M +$3.72M +149,569 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27.2M +$1.07M +43,018 +4%
SFM
9
Systematic Financial Management
New Jersey
$25.8M +$846K +34,041 +3%
N
10
Nuveen
North Carolina
$18.5M +$1.29M +51,968 +8%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$18M +$5.46M +219,758 +44%
Morgan Stanley
12
Morgan Stanley
New York
$17.2M -$1.44M -57,938 -8%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$17M +$5.67M +227,954 +50%
American Century Companies
14
American Century Companies
Missouri
$16.7M +$2.96M +118,949 +22%
Goldman Sachs
15
Goldman Sachs
New York
$16.6M +$5.51M +221,738 +50%
SVBP
16
Strategic Value Bank Partners
Ohio
$15.6M +$2.32M +93,258 +18%
Renaissance Technologies
17
Renaissance Technologies
New York
$15.5M +$1.33M +53,400 +9%
Northern Trust
18
Northern Trust
Illinois
$13.5M +$792K +31,852 +6%
Charles Schwab
19
Charles Schwab
California
$13.1M +$969K +38,979 +8%
Two Sigma Investments
20
Two Sigma Investments
New York
$12.3M +$627K +25,220 +5%
Millennium Management
21
Millennium Management
New York
$12.1M +$3.06M +122,927 +34%
Bank of America
22
Bank of America
North Carolina
$11.7M +$2.34M +94,266 +25%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$11.1M -$146K -5,880 -1%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$10.2M +$1.42M +57,100 +16%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$9.39M +$713K +28,700 +8%

BBT Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q2 2025, worth a combined $1.12B — down 0.38% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BBT positions and 29 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $22.1M. The largest seller was Citadel Advisors, cutting an estimated $22.6M.

  • 231 institutional investors held Beacon Financial Corp (BBT) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $1.12B of Beacon Financial Corp stock for Q2 2025, down 0.38% quarter-over-quarter.
  • 32 funds opened new Beacon Financial Corp positions in Q2 2025 and 29 closed out, a net change of +3 holders.
  • The largest Beacon Financial Corp buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $22.1M added.
  • The largest Beacon Financial Corp seller in Q2 2025 was Citadel Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.