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Eastern Bankshares

263 hedge funds and large institutions have $2.76B invested in Eastern Bankshares in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 284263 (-21)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11M
Puts
$543K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
151
Sheets Smith Wealth Management
North Carolina
$416K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$414K
Victory Capital Management
153
Victory Capital Management
Texas
$406K
PCM
154
Penserra Capital Management
California
$401K
Two Sigma Advisers
155
Two Sigma Advisers
New York
$388K
CBU
156
CIBC Bancorp USA
Illinois
$381K
KP
157
Kitching Partners
Pennsylvania
$367K
BP
158
Ballentine Partners
Massachusetts
$352K
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$341K
HighTower Advisors
160
HighTower Advisors
Illinois
$334K
SCI
161
S&CO Inc
Massachusetts
$332K
AIP
162
Ameritas Investment Partners
Nebraska
$298K
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$289K
ATPW
164
Ashton Thomas Private Wealth
Arizona
$287K
KWM
165
Kingsview Wealth Management
Oregon
$283K
IWC
166
Integrated Wealth Concepts
Massachusetts
$283K
SFA
167
Sequoia Financial Advisors
Ohio
$282K
X
168
Xponance
Pennsylvania
$280K
SEI Investments
169
SEI Investments
Pennsylvania
$271K
GC
170
Grimes & Company
Massachusetts
$270K
FT
171
Fiduciary Trust
Massachusetts
$270K
KFS
172
Kurt F. Somerville
$259K
EGM
173
Engineers Gate Manager
New York
$257K
SPP
174
Single Point Partners
Massachusetts
$251K
Principal Financial Group
175
Principal Financial Group
Iowa
$249K