We are live on ! Find out more
EBC icon

Eastern Bankshares

298 hedge funds and large institutions have $3.3B invested in Eastern Bankshares in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 287298 (+11)

1% more capital invested

Capital invested by funds: $3.25B → $3.3B (+$47.5M)

5% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 101

11.79% less ownership

Funds ownership: 83.68%71.89% (-12%)

68% less call options, than puts

Call options by funds: $450K | Put options by funds: $1.4M

Holders
298
Holders Change
+11
Holders Change %
+3.83%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
96
Reduced
101
Closed
27
Calls
$450K
Puts
$1.4M
Net Calls
-$954K
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Private Wealth Management Group
New Jersey
$1.84K
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.78K +$20 +1 +1%
NF
278
Napier Financial
Massachusetts
$1.64K +$1.68K +84 New
FPA
279
First Pacific Advisors
California
$1.62K -$1.71M -85,800 -100%
IA
280
IFP Advisors
Florida
$1.56K -$219 -11 -12%
MASM
281
MH & Associates Securities Management
California
$978
CMBA
282
C.M. Bidwell & Associates
Hawaii
$822
PWPS
283
Pinnacle Wealth Planning Services
Ohio
$763 +$279 +14 +56%
DPW
284
DiNuzzo Private Wealth
Pennsylvania
$607
TC
285
Trust Company
Kansas
$587
SIC
286
SJS Investment Consulting
Ohio
$587 +$200 +10 +50%
FC
287
Financial Consulate
Maryland
$568
PWA
288
Physician Wealth Advisors
Utah
$568 +$579 +29 New
BHWM
289
Bay Harbor Wealth Management
Maryland
$489 +$299 +15 +150%
CIAM
290
Caitong International Asset Management
Hong Kong
$411 -$43K -2,155 -99%
VAI
291
Vanguard Advisers Inc
Pennsylvania
$411 +$419 +21 New
VWM
292
Vermillion Wealth Management
Minnesota
$391 +$399 +20 New
RWM
293
Rialto Wealth Management
New York
$313 -$40 -2 -11%
HIA
294
HFM Investment Advisors
New Jersey
$313 +$80 +4 +33%
TPWA
295
Twin Peaks Wealth Advisors
California
$176 +$180 +9 New
CW
296
Curio Wealth
Maryland
$78 +$80 +4 New
DF
297
Dunhill Financial
United Kingdom
$73 -$20 -1 -25%
TWD
298
True Wealth Design
Ohio
$59
Norges Bank
299
Norges Bank
Norway
-$33.5M -1,820,287 Closed
NRCM
300
North Reef Capital Management
California
-$14.7M -796,451 Closed