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Eastern Bankshares

271 hedge funds and large institutions have $2.35B invested in Eastern Bankshares in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,793% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $90K

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

11% more funds holding

Funds holding: 245271 (+26)

1.24% less ownership

Funds ownership: 68.45%67.2% (-1.2%)

7% less capital invested

Capital invested by funds: $2.53B → $2.35B (-$187M)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
271
Holders Change
+26
Holders Change %
+10.61%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
82
Reduced
92
Closed
14
Calls
$2.6M
Puts
$90K
Net Calls
+$2.51M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
226
Nomura Asset Management
Japan
$29.5K
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$28.3K
AF
228
Allworth Financial
California
$27.5K +$3.85K +221 +15%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$27.2K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$25K +$7.02K +403 +37%
VSQM
231
V-Square Quantitative Management
Illinois
$24.6K
Optiver Holding
232
Optiver Holding
Netherlands
$21.1K +$22.4K +1,285 New
VCM
233
Versant Capital Management
Arizona
$17K +$18K +1,035 New
CT
234
Coastline Trust
Rhode Island
$16.4K
CCM
235
Coldstream Capital Management
Washington
$15.9K +$16.9K +971 New
CYG
236
Clean Yield Group
Vermont
$14.8K
CPA
237
Compass Planning Associates
Massachusetts
$12.3K
SAM
238
Smartleaf Asset Management
Massachusetts
$11.1K -$2.49K -143 -17%
FFA
239
Farther Finance Advisors
California
$8.77K +$1.67K +96 +22%
MSWA
240
Marshall & Sterling Wealth Advisors
New York
$8.22K
QL
241
Quarry LP
New York
$8.07K +$8.57K +492 New
EWA
242
EverSource Wealth Advisors
Alabama
$6.36K +$4.56K +262 +208%
BIG
243
Brooklyn Investment Group
New York
$5.45K +$5.78K +332 New
RIL
244
Rothschild Investment LLC
Illinois
$5.25K +$2.79K +160 +100%
DB
245
Danske Bank
Denmark
$4.92K
Bessemer Group
246
Bessemer Group
New Jersey
$4K +$226 +13 +6%
ACA
247
American Capital Advisory
Idaho
$3.28K
HCA
248
Harbor Capital Advisors
Illinois
$3K -$3.47K -199 -49%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$2.08K +$2.21K +127 New
CAL
250
Capital Advisors Ltd
Ohio
$2K

EBC Hedge Fund Activity: Q1 2025 in Review

271 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q1 2025, worth a combined $2.35B — down 7.4% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EBC positions and 14 closed out — a net gain of 27 holders — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $18.9M. The largest seller was First Trust Advisors, cutting an estimated $27.9M.

  • 271 institutional investors held Eastern Bankshares (EBC) as of Q1 2025, up from 245 in Q4 2024.
  • Funds reported $2.35B of Eastern Bankshares stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 41 funds opened new Eastern Bankshares positions in Q1 2025 and 14 closed out, a net change of +27 holders.
  • The largest Eastern Bankshares buyer in Q1 2025 was Dimensional Fund Advisors, an estimated $18.9M added.
  • The largest Eastern Bankshares seller in Q1 2025 was First Trust Advisors, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2025.