We are live on ! Find out more
EBC icon

Eastern Bankshares

298 hedge funds and large institutions have $3.3B invested in Eastern Bankshares in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 287298 (+11)

1% more capital invested

Capital invested by funds: $3.25B → $3.3B (+$47.5M)

5% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 101

11.79% less ownership

Funds ownership: 83.68%71.89% (-12%)

68% less call options, than puts

Call options by funds: $450K | Put options by funds: $1.4M

Holders
298
Holders Change
+11
Holders Change %
+3.83%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
96
Reduced
101
Closed
27
Calls
$450K
Puts
$1.4M
Net Calls
-$954K
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
176
Allspring Global Investments
North Carolina
$382K +$39.4K +1,975 +11%
BIG
177
Brooklyn Investment Group
New York
$381K +$389K +19,504 New
AWM
178
AE Wealth Management
Kansas
$373K +$50.2K +2,514 +15%
ATPW
179
Ashton Thomas Private Wealth
Arizona
$371K +$45.4K +2,274 +14%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$368K
SCI
181
S&CO Inc
Massachusetts
$358K
Raymond James Financial
182
Raymond James Financial
Florida
$355K +$103K +5,157 +40%
TPWM
183
Twelve Points Wealth Management
Massachusetts
$352K -$2.75K -138 -0.8%
AIP
184
Ameritas Investment Partners
Nebraska
$352K
CCIA
185
Campbell & Co Investment Adviser
Maryland
$325K +$331K +16,602 New
WPP
186
Whalerock Point Partners
Rhode Island
$318K
HIM
187
Hillsdale Investment Management
Ontario, Canada
$317K +$324K +16,230 New
SFA
188
Sequoia Financial Advisors
Ohio
$316K -$74K -3,711 -19%
Ensign Peak Advisors
189
Ensign Peak Advisors
Utah
$311K
MHIC
190
Marble Harbor Investment Counsel
Massachusetts
$310K
KWM
191
Kingsview Wealth Management
Oregon
$305K -$20 -1 -0%
VPIM
192
Vanguard Personalized Indexing Management
California
$304K +$69K +3,459 +29%
PAG
193
Private Advisor Group
New Jersey
$287K +$293K +14,682 New
MFA
194
Mayflower Financial Advisors
Massachusetts
$284K +$200 +10 +0.1%
KFS
195
Kurt F. Somerville
$279K
PE
196
PCM Encore
Colorado
$275K -$718 -36 -0.3%
EWA
197
EP Wealth Advisors
California
$274K +$25K +1,253 +10%
SPP
198
Single Point Partners
Massachusetts
$273K +$2K +100 +0.7%
SLAM
199
Swiss Life Asset Management
$269K +$274K +13,751 New
PI
200
PFG Investments
New York
$268K +$1.5K +75 +0.6%