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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
Ameriprise
51
Ameriprise
Minnesota
$3.55M +$56.9K +3,266 +2%
RBA
52
Richard Bernstein Advisors
New York
$3.51M -$137K -7,863 -4%
Legal & General Group
53
Legal & General Group
United Kingdom
$3.47M +$131K +7,501 +4%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$3.42M -$143K -8,207 -4%
Creative Planning
55
Creative Planning
Kansas
$3.37M +$631K +36,209 +21%
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$3.36M -$16.2K -928 -0.5%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$3.25M +$952K +54,664 +38%
ECA
58
Endeavour Capital Advisors
Connecticut
$3.11M -$5.56M -319,133 -63%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.93M -$44.3K -2,543 -1%
HAI
60
Hennessy Advisors Inc
California
$2.71M -$871K -50,000 -23%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$2.56M -$398K -22,842 -13%
EP
62
Edgestream Partners
New Jersey
$2.52M +$1.6M +91,777 +148%
DFCM
63
Dark Forest Capital Management
Puerto Rico
$2.49M +$1.95M +111,834 +278%
VF
64
Vest Financial
Virginia
$2.48M +$155K +8,926 +6%
Deutsche Bank
65
Deutsche Bank
Germany
$2.46M -$266K -15,289 -9%
American Century Companies
66
American Century Companies
Missouri
$2.45M -$3.15M -180,672 -55%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$2.39M +$195K +11,168 +8%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$2.24M +$164K +9,407 +7%
Wells Fargo
69
Wells Fargo
California
$2.15M +$1.93K +111 +0.1%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$1.94M
Mirae Asset Global ETFs Holdings
71
Mirae Asset Global ETFs Holdings
Hong Kong
$1.88M +$87.6K +5,028 +5%
MIM
72
MetLife Investment Management
New Jersey
$1.88M -$61.7K -3,545 -3%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$1.81M -$64.9K -3,729 -3%
IIM
74
INTECH Investment Management
Florida
$1.79M +$506K +29,058 +36%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.72M -$69.7K -4,000 -4%

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.