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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $2.53B → $2.31B (-$223M)

11% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 91

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.6M
Puts
$90K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$28.3K
AF
227
Allworth Financial
California
$27.5K
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$27.2K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$25K
VSQM
230
V-Square Quantitative Management
Illinois
$24.6K
Optiver Holding
231
Optiver Holding
Netherlands
$21.1K
VCM
232
Versant Capital Management
Arizona
$17K
CT
233
Coastline Trust
Rhode Island
$16.4K
CCM
234
Coldstream Capital Management
Washington
$15.9K
CYG
235
Clean Yield Group
Vermont
$14.8K
CPA
236
Compass Planning Associates
Massachusetts
$12.3K
SAM
237
Smartleaf Asset Management
Massachusetts
$11.1K
FFA
238
Farther Finance Advisors
California
$8.77K
MSWA
239
Marshall & Sterling Wealth Advisors
New York
$8.22K
QL
240
Quarry LP
New York
$8.07K
EWA
241
EverSource Wealth Advisors
Alabama
$6.36K
BIG
242
Brooklyn Investment Group
New York
$5.45K
RIL
243
Rothschild Investment LLC
Illinois
$5.25K
Bessemer Group
244
Bessemer Group
New Jersey
$4K
ACA
245
American Capital Advisory
Idaho
$3.28K
HCA
246
Harbor Capital Advisors
Illinois
$3K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$2.08K
CAL
248
Capital Advisors Ltd
Ohio
$2K
HWM
249
Hemington Wealth Management
Virginia
$2K
JWA
250
JFS Wealth Advisors
Pennsylvania
$1.99K