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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
DPW
276
DiNuzzo Private Wealth
Pennsylvania
$474 -$180 -12 -28%
PWA
277
Physician Wealth Advisors
Utah
$474 +$465 +31 New
RCM
278
Raleigh Capital Management
North Carolina
$409 +$405 +27 New
SIC
279
SJS Investment Consulting
Ohio
$306 -$30 -2 -9%
RWM
280
Rialto Wealth Management
New York
$184 +$180 +12 New
HIA
281
HFM Investment Advisors
New Jersey
$183 +$120 +8 +200%
TPWA
282
Twin Peaks Wealth Advisors
California
$143 +$135 +9 New
BHWM
283
Bay Harbor Wealth Management
Maryland
$106 -$15 -1 -13%
PWM
284
Parkworth Wealth Management
California
$46
TWD
285
True Wealth Design
Ohio
$31
RBA
286
Richard Bernstein Advisors
New York
-$3.51M -214,079 Closed
NRCM
287
North Reef Capital Management
California
-$1.64M -100,000 Closed
CF
288
Corebridge Financial
Texas
-$1.55M -94,540 Closed
PAM
289
Panagora Asset Management
Massachusetts
-$1.41M -86,253 Closed
Jacobs Levy Equity Management
290
Jacobs Levy Equity Management
New Jersey
-$501K -30,548 Closed
JFG
291
Jefferies Financial Group
New York
-$455K -27,751 Closed
CC
292
Centiva Capital
New York
-$442K -26,953 Closed
Allianz Asset Management
293
Allianz Asset Management
Germany
-$389K -23,737 Closed
DT
294
Diversified Trust
Tennessee
-$344K -20,970 Closed
GCP
295
GSA Capital Partners
United Kingdom
-$291K -17,719 Closed
SFI
296
Susquehanna Fundamental Investments
Pennsylvania
-$278K -16,951 Closed
SOW
297
State of Wyoming
Wyoming
-$269K -16,376 Closed
SG
298
StoneX Group
New York
-$240K -14,614 Closed
ORC
299
O'Rourke & Company
Massachusetts
-$233K -14,213 Closed
RA
300
Royce & Associates
New York
-$197K -12,019 Closed

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.