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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
SPA
76
Sentinel Pension Advisors
Massachusetts
$1.71M -$215K -12,338 -11%
NIM
77
Northeast Investment Management
Massachusetts
$1.67M
US Bancorp
78
US Bancorp
Minnesota
$1.67M
NRCM
79
North Reef Capital Management
California
$1.64M +$1.74M +100,000 New
CF
80
Corebridge Financial
Texas
$1.55M -$24.4K -1,402 -1%
BFA
81
Beaumont Financial Advisors
Massachusetts
$1.55M -$96.7K -5,553 -6%
Verition Fund Management
82
Verition Fund Management
Connecticut
$1.55M +$44.3K +2,543 +3%
PAM
83
Panagora Asset Management
Massachusetts
$1.41M -$67K -3,848 -4%
FPA
84
First Pacific Advisors
California
$1.41M -$624K -35,806 -29%
WPC
85
White Pine Capital
Minnesota
$1.37M +$20.2K +1,162 +1%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$1.31M -$377K -21,643 -21%
SPIA
87
Steward Partners Investment Advisory
New York
$1.2M +$3.48K +200 +0.3%
EFS
88
Essex Financial Services
Connecticut
$1.17M -$418 -24 -0%
AAM
89
Aureus Asset Management
Massachusetts
$1.15M -$99.5K -5,713 -8%
Mariner
90
Mariner
Kansas
$1.14M +$10.7K +613 +0.9%
BHCM
91
Brevan Howard Capital Management
Jersey
$1.09M +$920K +52,819 +393%
SWM
92
SeaCrest Wealth Management
New York
$1.09M -$43.5K -2,500 -4%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$985K -$1.04M -59,472 -50%
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$983K -$351K -20,140 -25%
AQR Capital Management
95
AQR Capital Management
Connecticut
$954K +$1.01M +58,154 New
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$952K
BFIM
97
Beese Fulmer Investment Management
Ohio
$945K -$27.9K -1,600 -3%
SW
98
SlateStone Wealth
Florida
$909K
ASRS
99
Arizona State Retirement System
Arizona
$909K -$15.3K -881 -2%
CWM
100
Congress Wealth Management
Massachusetts
$876K -$2.49M -143,079 -73%

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.