We are live on ! Find out more
EBC icon

Eastern Bankshares

285 hedge funds and large institutions have $2.24B invested in Eastern Bankshares in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

5% more funds holding

Funds holding: 271285 (+14)

1.46% more ownership

Funds ownership: 67.2%68.66% (+1.5%)

5% less capital invested

Capital invested by funds: $2.35B → $2.24B (-$109M)

5% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 97

68% less call options, than puts

Call options by funds: $222K | Put options by funds: $698K

Holders
285
Holders Change
+14
Holders Change %
+5.17%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
47
Increased
92
Reduced
97
Closed
30
Calls
$222K
Puts
$698K
Net Calls
-$476K
Net Calls Change
-$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$55K +$54.4K +3,620 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$44K +$20.4K +1,360 +91%
S
228
Sachetta
Massachusetts
$39.7K +$330 +22 +0.9%
TCOV
229
Trust Company of Vermont
Vermont
$37.8K
PA
230
Parallel Advisors
California
$37.2K -$616 -41 -2%
PD
231
Point72 (DIFC)
United Arab Emirates
$35.6K +$35K +2,332 New
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35.1K -$5.95K -396 -15%
SAM
233
Shell Asset Management
Netherlands
$34K -$3.45K -230 -9%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$30.3K
AssetMark Inc
235
AssetMark Inc
California
$30.1K +$29.2K +1,947 +8,113%
PP
236
PFS Partners
New Jersey
$29.8K
Nomura Asset Management
237
Nomura Asset Management
Japan
$27.5K
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$26K +$25.4K +1,694 New
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$25.5K +$240 +16 +1%
AF
240
Allworth Financial
California
$24.5K -$2.03K -135 -8%
Optiver Holding
241
Optiver Holding
Netherlands
$20.1K +$511 +34 +3%
Ohio Public Employees Retirement System (OPERS)
242
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K -$259K -17,252 -94%
VCM
243
Versant Capital Management
Arizona
$17.6K +$1.77K +118 +11%
CT
244
Coastline Trust
Rhode Island
$15.3K
EWA
245
EverSource Wealth Advisors
Alabama
$14.1K +$8.05K +536 +138%
CYG
246
Clean Yield Group
Vermont
$13.7K
GI
247
GAMMA Investing
California
$11.8K -$15.6K -1,042 -57%
CPA
248
Compass Planning Associates
Massachusetts
$11.5K
HT
249
Headlands Technologies
Illinois
$11K +$10.8K +719 New
FFA
250
Farther Finance Advisors
California
$9.8K +$1.62K +108 +20%

EBC Hedge Fund Activity: Q2 2025 in Review

285 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q2 2025, worth a combined $2.24B — down 4.6% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EBC positions and 30 closed out — a net gain of 17 holders — while 92 added to existing stakes and 97 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $14.6M. The largest seller was Citadel Advisors, cutting an estimated $23.8M.

  • 285 institutional investors held Eastern Bankshares (EBC) as of Q2 2025, up from 271 in Q1 2025.
  • Funds reported $2.24B of Eastern Bankshares stock for Q2 2025, down 4.6% quarter-over-quarter.
  • 47 funds opened new Eastern Bankshares positions in Q2 2025 and 30 closed out, a net change of +17 holders.
  • The largest Eastern Bankshares buyer in Q2 2025 was Dimensional Fund Advisors, an estimated $14.6M added.
  • The largest Eastern Bankshares seller in Q2 2025 was Citadel Advisors, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2025.