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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
GC
176
Guggenheim Capital
Illinois
$228K +$242K +13,920 New
SPP
177
Single Point Partners
Massachusetts
$226K +$39.4K +2,265 +20%
RC
178
Roundview Capital
New Jersey
$220K
WSFS
179
Wilmington Savings Fund Society
Delaware
$220K
AWM
180
AE Wealth Management
Kansas
$213K -$12.7K -730 -5%
Osaic Holdings
181
Osaic Holdings
Arizona
$212K +$168K +9,630 +291%
Principal Financial Group
182
Principal Financial Group
Iowa
$210K +$37K +2,123 +20%
PI
183
PFG Investments
New York
$206K -$4.86K -279 -2%
TIM
184
Tortoise Investment Management
New York
$205K
MHIC
185
Marble Harbor Investment Counsel
Massachusetts
$204K
TRCT
186
Tower Research Capital (TRC)
New York
$204K +$111K +6,394 +106%
BCI
187
Brinker Capital Investments
Pennsylvania
$203K +$24.8K +1,424 +13%
OPS
188
Orion Portfolio Solutions
Nebraska
$203K +$24.8K +1,424 +13%
Mackenzie Financial
189
Mackenzie Financial
Ontario, Canada
$200K
RA
190
Royce & Associates
New York
$197K
NED
191
Nancy E. Dempze
$197K
LNB
192
Ledyard National Bank
$187K
Squarepoint
193
Squarepoint
New York
$187K +$198K +11,386 New
MML Investors Services
194
MML Investors Services
Massachusetts
$185K +$1.39K +80 +0.7%
QCM
195
Quantinno Capital Management
New York
$185K +$196K +11,275 New
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$184K +$195K +11,207 New
PA
197
Profund Advisors
Maryland
$183K -$185K -10,606 -49%
LCM
198
Landscape Capital Management
New Jersey
$179K -$11.3K -647 -6%
CSC
199
Caldwell Sutter Capital
California
$179K
BAMF
200
BI Asset Management Fondsmaeglerselskab
Denmark
$177K +$188K +10,810 New

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.