Beacon Financial Corp
283 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.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+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 (+$281M)
2% more funds holding
Funds holding: 278 → 283 (+5)
34% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 115
66.51% less ownership
Funds ownership: 157.72% → 91.22% (-67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$65M |
| 2 |
HAM
HoldCo Asset Management
Fort Lauderdale,
Florida
|
+$52.2M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$36.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$18.5M |
| 5 |
Millennium Management
New York
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$30M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$16M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$10.3M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$10.2M |
BBT Hedge Fund Activity: Q4 2025 in Review
283 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Beacon Financial Corp (BBT) for Q4 2025, worth a combined $2.02B — up 16% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new BBT positions and 46 closed out — a net gain of 9 holders — while 76 added to existing stakes and 115 trimmed.
The largest buyer was Azora Capital LP, adding an estimated $65M. The largest seller was Wellington Management Group, exiting entirely with an estimated $36.3M sold.
- 283 institutional investors held Beacon Financial Corp (BBT) as of Q4 2025, up from 278 in Q3 2025.
- Funds reported $2.02B of Beacon Financial Corp stock for Q4 2025, up 16% quarter-over-quarter.
- 55 funds opened new Beacon Financial Corp positions in Q4 2025 and 46 closed out, a net change of +9 holders.
- The largest Beacon Financial Corp buyer in Q4 2025 was Azora Capital LP, an estimated $65M added.
- The largest Beacon Financial Corp seller in Q4 2025 was Wellington Management Group, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2025.