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Eastern Bankshares

269 hedge funds and large institutions have $2.31B invested in Eastern Bankshares in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $2.53B → $2.31B (-$223M)

11% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 91

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.6M
Puts
$90K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
201
Net Worth Advisory Group
Utah
$174K
QCG
202
Quadrant Capital Group
Ohio
$172K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$169K
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$169K
ECM
205
Evergreen Capital Management
Washington
$166K
FNBT
206
FineMark National Bank & Trust
Florida
$164K
WT
207
Whittier Trust
California
$164K
MWM
208
Mascoma Wealth Management
New Hampshire
$163K
KBC Group
209
KBC Group
Belgium
$161K
BC
210
Barrett & Company
Rhode Island
$134K
SO
211
STRS Ohio
Ohio
$130K
AB
212
Amalgamated Bank
New York
$109K
S
213
SignatureFD
Georgia
$84.7K
DMKJ
214
David M. Knott Jr
$82K
SCM
215
Sterling Capital Management
North Carolina
$54.6K
LC
216
Lindbrook Capital
California
$48.1K
S
217
Sachetta
Massachusetts
$42.2K
LWCFA
218
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.7K
TCOV
219
Trust Company of Vermont
Vermont
$40.6K
PA
220
Parallel Advisors
California
$40.6K
SAM
221
Shell Asset Management
Netherlands
$40K
1IA
222
1620 Investment Advisors
Massachusetts
$34.4K
PP
223
PFS Partners
New Jersey
$32K
GI
224
GAMMA Investing
California
$29.8K
Nomura Asset Management
225
Nomura Asset Management
Japan
$29.5K