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Eastern Bankshares

287 hedge funds and large institutions have $3.25B invested in Eastern Bankshares in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

64,917% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $6K

120% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 59

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

18% more capital invested

Capital invested by funds: $2.76B → $3.25B (+$490M)

11.74% more ownership

Funds ownership: 71.95%83.68% (+12%)

7% more funds holding

Funds holding: 267287 (+20)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
130
Reduced
59
Closed
30
Calls
$3.9M
Puts
$6K
Net Calls
+$3.9M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
251
Essential Partners
California
$11.7K +$11.6K +636 New
KAS
252
Kemnay Advisory Services
New York
$11.3K +$11.3K +615 New
LWCFA
253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.93K -$29.5K -1,610 -77%
RFP
254
Root Financial Partners
California
$9.77K +$1.52K +83 +19%
RIL
255
Rothschild Investment LLC
Illinois
$7.7K +$1.98K +108 +35%
Jones Financial Companies
256
Jones Financial Companies
Missouri
$7.66K +$5.86K +320 +337%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$5.57K +$5.53K +302 New
HCA
258
Harbor Capital Advisors
Illinois
$5K -$73 -4 -2%
PFBT
259
Parkside Financial Bank & Trust
Missouri
$4.48K +$1.15K +63 +35%
QL
260
Quarry LP
New York
$4.05K -$3.44K -188 -46%
ACA
261
American Capital Advisory
Idaho
$3.69K
BFS
262
Bare Financial Services
Pennsylvania
$3.54K +$476 +26 +16%
ZBNA
263
Zions Bancorporation, National Association
Utah
$2.36K +$2.34K +128 New
GRP
264
Global Retirement Partners
California
$2.27K
CAL
265
Capital Advisors Ltd
Ohio
$2K
KFAS
266
Keating Financial Advisory Services
Kansas
$1.86K +$1.85K +101 New
PWMG
267
Private Wealth Management Group
New Jersey
$1.73K
IA
268
IFP Advisors
Florida
$1.68K +$952 +52 +133%
JWA
269
JFS Wealth Advisors
Pennsylvania
$1.66K +$934 +51 +131%
BWA
270
Basecamp Wealth Advisors
Washington
$1.12K +$1.12K +61 New
BIA
271
Bell Investment Advisors
California
$959 +$952 +52 New
MASM
272
MH & Associates Securities Management
California
$922 +$915 +50 New
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$903 +$897 +49 New
CMBA
274
C.M. Bidwell & Associates
Hawaii
$774 +$769 +42 New
FFO
275
Fortitude Family Office
Arizona
$700 -$165 -9 -19%