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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
DT
151
Diversified Trust
Tennessee
$344K -$17 -1 -0%
AWP
152
Abacus Wealth Partners
California
$339K +$360K +20,660 New
KP
153
Kitching Partners
Pennsylvania
$326K +$2.58K +148 +0.7%
IWC
154
Integrated Wealth Concepts
Massachusetts
$325K +$9.28K +533 +3%
AIP
155
Ameritas Investment Partners
Nebraska
$321K
Renaissance Technologies
156
Renaissance Technologies
New York
$315K -$401K -23,012 -54%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$308K
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$302K -$46.8K -2,686 -13%
SCI
159
S&CO Inc
Massachusetts
$300K -$2.52K -145 -0.8%
Raymond James Financial
160
Raymond James Financial
Florida
$292K -$4.16K -239 -1%
GCP
161
GSA Capital Partners
United Kingdom
$291K +$309K +17,719 New
SFI
162
Susquehanna Fundamental Investments
Pennsylvania
$278K +$295K +16,951 New
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$277K +$293K +16,840 New
SOW
164
State of Wyoming
Wyoming
$269K +$285K +16,376 New
KWM
165
Kingsview Wealth Management
Oregon
$256K
SFA
166
Sequoia Financial Advisors
Ohio
$248K
Prudential Financial
167
Prudential Financial
New Jersey
$247K +$8.5K +488 +3%
GC
168
Grimes & Company
Massachusetts
$246K +$261K +15,013 New
FT
169
Fiduciary Trust
Massachusetts
$244K
BP
170
Ballentine Partners
Massachusetts
$240K +$435 +25 +0.2%
SG
171
StoneX Group
New York
$240K +$15.4K +887 +6%
X
172
Xponance
Pennsylvania
$239K +$14.3K +821 +6%
SC
173
SummitTX Capital
Texas
$234K +$249K +14,289 New
KFS
174
Kurt F. Somerville
$234K
ORC
175
O'Rourke & Company
Massachusetts
$233K -$93.1K -5,345 -27%

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.