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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
MCM
251
MAI Capital Management
Ohio
$8.84K +$8.69K +579 New
WIM
252
Westside Investment Management
California
$7.45K +$7.15K +476 New
QL
253
Quarry LP
New York
$5.47K -$2.01K -134 -27%
SAM
254
Smartleaf Asset Management
Massachusetts
$5.25K -$5.03K -335 -49%
RIL
255
Rothschild Investment LLC
Illinois
$5.12K +$225 +15 +5%
DB
256
Danske Bank
Denmark
$4.58K
Bessemer Group
257
Bessemer Group
New Jersey
$4K
HCA
258
Harbor Capital Advisors
Illinois
$4K +$706 +47 +22%
A
259
AlphaQuest
New York
$3.69K +$3.63K +242 New
BIG
260
Brooklyn Investment Group
New York
$3.12K -$1.92K -128 -39%
ACA
261
American Capital Advisory
Idaho
$3.05K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$2.75K +$1.35K +90 +100%
HWM
263
Hemington Wealth Management
Virginia
$2K -$390 -26 -16%
CAL
264
Capital Advisors Ltd
Ohio
$2K
GRP
265
Global Retirement Partners
California
$1.88K +$1.85K +123 New
CIAM
266
Caitong International Asset Management
Hong Kong
$1.79K +$1.76K +117 New
TCM
267
Traub Capital Management
Massachusetts
$1.53K +$1.5K +100 New
Jones Financial Companies
268
Jones Financial Companies
Missouri
$1.45K +$1.43K +95 New
PWMG
269
Private Wealth Management Group
New Jersey
$1.44K
IA
270
IFP Advisors
Florida
$1.13K +$1.11K +74 New
BFS
271
Bare Financial Services
Pennsylvania
$809 +$330 +22 +71%
JWA
272
JFS Wealth Advisors
Pennsylvania
$764 -$1.07K -71 -59%
AAP
273
Arax Advisory Partners
Colorado
$718 +$706 +47 New
FFO
274
Fortitude Family Office
Arizona
$718 +$706 +47 New
SS
275
SBI Securities
Japan
$519

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.