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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
BlackRock
1
BlackRock
New York
$326M +$7.35M +290,369 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$253M -$2.7M -106,583 -1%
State Street
3
State Street
Massachusetts
$133M +$18.5M +728,883 +17%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$129M -$10.2M -403,636 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$129M -$132K -5,218 -0.1%
ACL
6
Azora Capital LP
Florida
$82.6M +$65M +2,568,074 +455%
Verition Fund Management
7
Verition Fund Management
Connecticut
$59.9M +$36.8M +1,451,245 +177%
HAM
8
HoldCo Asset Management
Florida
$54.3M +$52.2M +2,061,000 New
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$53.7M +$10.6M +417,632 +26%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.3M +$1.13M +44,454 +2%
Morgan Stanley
11
Morgan Stanley
New York
$41.3M +$9.15M +361,195 +30%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$35.3M +$4.85M +191,447 +17%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$33.9M -$4.68M -184,938 -13%
Goldman Sachs
14
Goldman Sachs
New York
$33.6M +$14.8M +582,448 +84%
SFM
15
Systematic Financial Management
New Jersey
$30.1M -$204K -8,057 -0.7%
Charles Schwab
16
Charles Schwab
California
$29.5M +$1.42M +55,910 +5%
American Century Companies
17
American Century Companies
Missouri
$23.5M -$16M -629,758 -41%
Northern Trust
18
Northern Trust
Illinois
$21.6M -$1.78M -70,459 -8%
Renaissance Technologies
19
Renaissance Technologies
New York
$21M -$2.37M -93,640 -11%
N
20
Nuveen
North Carolina
$18.8M -$2.39M -94,416 -12%
UBS Group
21
UBS Group
Switzerland
$18.8M +$3.64M +143,732 +25%
Millennium Management
22
Millennium Management
New York
$17.3M +$15.8M +623,028 +1,834%
SVBP
23
Strategic Value Bank Partners
Ohio
$16.4M
Bank of America
24
Bank of America
North Carolina
$16.2M +$438K +17,293 +3%
Two Sigma Investments
25
Two Sigma Investments
New York
$14.9M -$2.87M -113,368 -17%