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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
HWM
251
Hemington Wealth Management
Virginia
$2K +$1.18K +68 +69%
JWA
252
JFS Wealth Advisors
Pennsylvania
$1.99K +$644 +37 +44%
PWMG
253
Private Wealth Management Group
New Jersey
$1.54K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$1.48K +$1.57K +90 New
LFG
255
Larson Financial Group
Missouri
$1.16K +$1.24K +71 New
SC
256
Stephens Consulting
Michigan
$820 +$871 +50 New
Amundi
257
Amundi
France
$776 +$906 +52 New
DPW
258
DiNuzzo Private Wealth
Pennsylvania
$706 +$488 +28 +187%
GFPC
259
Global Financial Private Client
Florida
$574 +$453 +26 +289%
SS
260
SBI Securities
Japan
$558
HNB
261
Huntington National Bank
Ohio
$541
IA
262
IFP Advisors
Florida
$541
BFS
263
Bare Financial Services
Pennsylvania
$508 +$540 +31 New
AssetMark Inc
264
AssetMark Inc
California
$394
SIC
265
SJS Investment Consulting
Ohio
$361 -$122 -7 -24%
HCP
266
Hexagon Capital Partners
Arkansas
$197 +$209 +12 New
BHWM
267
Bay Harbor Wealth Management
Maryland
$131 +$139 +8 New
HIA
268
HFM Investment Advisors
New Jersey
$66 +$70 +4 New
PWM
269
Parkworth Wealth Management
California
$49
SW
270
SVB Wealth
Massachusetts
$49 +$52 +3 New
TWD
271
True Wealth Design
Ohio
$33 +$35 +2 New
PCM
272
Polaris Capital Management
Massachusetts
-$11.3M -654,366 Closed
NIMC
273
Nierenberg Investment Management Company
Washington
-$10.6M -613,088 Closed
Holocene Advisors
274
Holocene Advisors
New York
-$926K -53,694 Closed
CIC
275
Cornercap Investment Counsel
Georgia
-$580K -33,643 Closed

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.