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BBT

Beacon Financial Corp

277 hedge funds and large institutions have $1.74B invested in Beacon Financial Corp in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 141 increasing their positions, 39 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 39

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

60.91% more ownership

Funds ownership: 96.81%157.72% (+61%)

55% more capital invested

Capital invested by funds: $1.12B → $1.74B (+$615M)

20% more funds holding

Funds holding: 231277 (+46)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
277
Holders Change
+46
Holders Change %
+19.91%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
141
Reduced
39
Closed
34
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$136M +5,291,219 +78%
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M +$105M +4,098,888 +73%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$125M +$65.3M +2,547,876 +93%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$116M +$56.3M +2,196,813 +82%
State Street
5
State Street
Massachusetts
$103M +$49.5M +1,931,366 +81%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$46M +$21.8M +851,028 +78%
Invesco
7
Invesco
Georgia
$38.7M +$3.4M +132,736 +9%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$38.4M +$7.54M +294,007 +22%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$36.3M +$21.8M +850,204 +125%
American Century Companies
10
American Century Companies
Missouri
$36M +$21.9M +852,933 +128%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$34.9M +$19.3M +750,901 +104%
Morgan Stanley
12
Morgan Stanley
New York
$28.6M +$13.2M +516,189 +75%
SFM
13
Systematic Financial Management
New Jersey
$27.2M +$3.05M +118,857 +12%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$27.2M +$29.4M +1,146,222 New
Charles Schwab
15
Charles Schwab
California
$25.2M +$13.8M +539,095 +103%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$21.5M +$13.7M +532,952 +142%
Northern Trust
17
Northern Trust
Illinois
$21.1M +$9.06M +353,133 +66%
Renaissance Technologies
18
Renaissance Technologies
New York
$21.1M +$6.97M +271,977 +44%
Verition Fund Management
19
Verition Fund Management
Connecticut
$19.4M +$18.5M +720,395 +729%
N
20
Nuveen
North Carolina
$19.2M +$1.74M +67,938 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$18M +$8.16M +318,279 +72%
Goldman Sachs
22
Goldman Sachs
New York
$16.4M +$794K +30,942 +5%
Two Sigma Investments
23
Two Sigma Investments
New York
$16.1M +$4.79M +186,683 +38%
JP Morgan Chase
24
JP Morgan Chase
New York
$14.9M +$14.4M +561,703 +868%
SVBP
25
Strategic Value Bank Partners
Ohio
$14.8M

BBT Hedge Fund Activity: Q3 2025 in Review

277 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q3 2025, worth a combined $1.74B — up 55% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BBT positions and 34 closed out — a net gain of 47 holders — while 141 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 277 institutional investors held Beacon Financial Corp (BBT) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $1.74B of Beacon Financial Corp stock for Q3 2025, up 55% quarter-over-quarter.
  • 81 funds opened new Beacon Financial Corp positions in Q3 2025 and 34 closed out, a net change of +47 holders.
  • The largest Beacon Financial Corp buyer in Q3 2025 was BlackRock, an estimated $136M added.
  • The largest Beacon Financial Corp seller in Q3 2025 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.