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Eastern Bankshares

269 hedge funds and large institutions have $2.31B invested in Eastern Bankshares in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $2.53B → $2.31B (-$223M)

11% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 91

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.6M
Puts
$90K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
76
Northeast Investment Management
Massachusetts
$1.67M
US Bancorp
77
US Bancorp
Minnesota
$1.67M
NRCM
78
North Reef Capital Management
California
$1.64M
CF
79
Corebridge Financial
Texas
$1.55M
BFA
80
Beaumont Financial Advisors
Massachusetts
$1.55M
Verition Fund Management
81
Verition Fund Management
Connecticut
$1.55M
PAM
82
Panagora Asset Management
Massachusetts
$1.41M
FPA
83
First Pacific Advisors
California
$1.41M
WPC
84
White Pine Capital
Minnesota
$1.37M
Russell Investments Group
85
Russell Investments Group
United Kingdom
$1.31M
SPIA
86
Steward Partners Investment Advisory
New York
$1.2M
EFS
87
Essex Financial Services
Connecticut
$1.17M
AAM
88
Aureus Asset Management
Massachusetts
$1.15M
Mariner
89
Mariner
Kansas
$1.14M
BHCM
90
Brevan Howard Capital Management
Jersey
$1.09M
SWM
91
SeaCrest Wealth Management
New York
$1.09M
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$985K
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$983K
AQR Capital Management
94
AQR Capital Management
Connecticut
$954K
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$952K
BFIM
96
Beese Fulmer Investment Management
Ohio
$945K
SW
97
SlateStone Wealth
Florida
$909K
ASRS
98
Arizona State Retirement System
Arizona
$909K
CWM
99
Congress Wealth Management
Massachusetts
$876K
CIS
100
Custom Index Systems
New York
$863K