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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
CIA
201
Choate Investment Advisors
Massachusetts
$174K -$209 -12 -0.1%
NWAG
202
Net Worth Advisory Group
Utah
$174K +$184K +10,576 New
QCG
203
Quadrant Capital Group
Ohio
$172K -$34.6K -1,985 -16%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$169K +$2.18K +125 +1%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$169K +$180K +10,322 New
ECM
206
Evergreen Capital Management
Washington
$166K +$177K +10,151 New
FNBT
207
FineMark National Bank & Trust
Florida
$164K
WT
208
Whittier Trust
California
$164K
MWM
209
Mascoma Wealth Management
New Hampshire
$163K
KBC Group
210
KBC Group
Belgium
$161K +$10.4K +599 +6%
BC
211
Barrett & Company
Rhode Island
$134K +$142K +8,176 New
SO
212
STRS Ohio
Ohio
$130K +$31.4K +1,800 +30%
AB
213
Amalgamated Bank
New York
$109K +$401 +23 +0.3%
S
214
SignatureFD
Georgia
$84.7K +$3.62K +208 +4%
DMKJ
215
David M. Knott Jr
$82K
SCM
216
Sterling Capital Management
North Carolina
$54.6K -$50.3K -2,889 -46%
LC
217
Lindbrook Capital
California
$48.1K +$1.11K +64 +2%
S
218
Sachetta
Massachusetts
$42.2K -$8.36K -480 -16%
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.7K -$2.52K -145 -5%
TCOV
220
Trust Company of Vermont
Vermont
$40.6K
PA
221
Parallel Advisors
California
$40.6K +$697 +40 +2%
SAM
222
Shell Asset Management
Netherlands
$40K -$1.74K -100 -4%
1IA
223
1620 Investment Advisors
Massachusetts
$34.4K +$2.89K +166 +9%
PP
224
PFS Partners
New Jersey
$32K
GI
225
GAMMA Investing
California
$29.8K +$15.2K +870 +92%

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.