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Eastern Bankshares

269 hedge funds and large institutions have $2.31B invested in Eastern Bankshares in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+25
Holders Change %
+10.25%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
42
Increased
81
Reduced
91
Closed
15
Calls
$2.6M
Puts
$90K
Net Calls
+$2.51M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$28.3K
AF
227
Allworth Financial
California
$27.5K +$3.49K +221 +15%
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$27.2K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$25K +$6.71K +403 +37%
VSQM
230
V-Square Quantitative Management
Illinois
$24.6K
Optiver Holding
231
Optiver Holding
Netherlands
$21.1K +$21.1K +1,285 New
VCM
232
Versant Capital Management
Arizona
$17K +$17K +1,035 New
CT
233
Coastline Trust
Rhode Island
$16.4K
CCM
234
Coldstream Capital Management
Washington
$15.9K +$15.9K +971 New
CYG
235
Clean Yield Group
Vermont
$14.8K
CPA
236
Compass Planning Associates
Massachusetts
$12.3K
SAM
237
Smartleaf Asset Management
Massachusetts
$11.1K -$2.33K -143 -17%
FFA
238
Farther Finance Advisors
California
$8.77K +$1.58K +96 +22%
MSWA
239
Marshall & Sterling Wealth Advisors
New York
$8.22K
QL
240
Quarry LP
New York
$8.07K +$8.07K +492 New
EWA
241
EverSource Wealth Advisors
Alabama
$6.36K +$4.3K +262 +208%
BIG
242
Brooklyn Investment Group
New York
$5.45K +$5.45K +332 New
RIL
243
Rothschild Investment LLC
Illinois
$5.25K +$2.62K +160 +100%
Bessemer Group
244
Bessemer Group
New Jersey
$4K +$214 +13 +6%
ACA
245
American Capital Advisory
Idaho
$3.28K
HCA
246
Harbor Capital Advisors
Illinois
$3K -$2.83K -199 -49%
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$2.08K +$2.08K +127 New
CAL
248
Capital Advisors Ltd
Ohio
$2K
HWM
249
Hemington Wealth Management
Virginia
$2K +$814 +68 +69%
JWA
250
JFS Wealth Advisors
Pennsylvania
$1.99K +$607 +37 +44%