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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
Cerity Partners
126
Cerity Partners
New York
$488K +$157K +8,995 +43%
VCA
127
Verdence Capital Advisors
Maryland
$487K +$159K +9,155 +45%
LHC
128
Little House Capital
Massachusetts
$484K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$473K -$6.44K -370 -1%
Pictet Asset Management
130
Pictet Asset Management
Switzerland
$467K
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$463K +$492K +28,252 New
TC
132
TwinBeech Capital
New York
$462K +$491K +28,173 New
VRS
133
Virginia Retirement Systems
Virginia
$456K +$484K +27,800 New
JFG
134
Jefferies Financial Group
New York
$455K +$483K +27,751 New
BFO
135
Boston Family Office
Massachusetts
$449K
CC
136
Centiva Capital
New York
$442K +$286K +16,394 +155%
GFA
137
Gallagher Fiduciary Advisors
Illinois
$442K +$22.7K +1,305 +5%
AI
138
Atria Investments
North Carolina
$441K +$24K +1,379 +5%
FWM
139
Finer Wealth Management
Massachusetts
$437K +$1.9K +109 +0.4%
WJWM
140
Williams Jones Wealth Management
New York
$429K -$8.71K -500 -2%
RT
141
Rockland Trust
Massachusetts
$408K
KeyBank National Association
142
KeyBank National Association
Ohio
$399K -$60.3K -3,462 -12%
EBT
143
Enterprise Bank & Trust
Massachusetts
$397K
Allianz Asset Management
144
Allianz Asset Management
Germany
$389K +$238K +13,637 +135%
SG Americas Securities
145
SG Americas Securities
New York
$389K -$352K -20,216 -46%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$386K -$93.1K -5,348 -19%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$366K -$1.49M -85,667 -79%
HighTower Advisors
148
HighTower Advisors
Illinois
$363K -$646K -37,090 -63%
GI
149
GAMCO Investors
Connecticut
$353K
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$351K +$52.2K +2,997 +16%

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.