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Eastern Bankshares

267 hedge funds and large institutions have $2.76B invested in Eastern Bankshares in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $543K

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

23% more capital invested

Capital invested by funds: $2.24B → $2.76B (+$523M)

3.29% more ownership

Funds ownership: 68.66%71.95% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 285267 (-18)

31% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 45

Holders
267
Holders Change
-18
Holders Change %
-6.32%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
104
Reduced
74
Closed
45
Calls
$1.11M
Puts
$543K
Net Calls
+$571K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$353M -$1.33M -80,878 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$345M +$35M +2,123,460 +13%
BlackRock
3
BlackRock
New York
$304M +$22.6M +1,367,937 +9%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$187M +$6.13M +371,663 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$156M -$6.23M -377,687 -4%
State Street
6
State Street
Massachusetts
$137M +$9.75M +591,192 +9%
HAM
7
HoldCo Asset Management
Florida
$116M +$19.8M +1,200,272 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$87.8M +$1.71M +103,438 +2%
Jennison Associates
9
Jennison Associates
New York
$78.4M +$7.64M +462,986 +12%
Brown Advisory
10
Brown Advisory
Maryland
$70.9M -$621K -37,670 -1%
FCM
11
Frontier Capital Management
Massachusetts
$54.2M +$3.67M +222,368 +8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$47.2M +$14M +847,891 +48%
ACL
13
Azora Capital LP
Florida
$47.2M +$15.1M +916,875 +55%
Macquarie Group
14
Macquarie Group
Australia
$44.2M +$40.2M +2,436,204 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$37.9M -$1.23M -74,721 -3%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$37.9M -$2.09M -126,538 -6%
SFM
17
Systematic Financial Management
New Jersey
$35M +$580K +35,169 +2%
Charles Schwab
18
Charles Schwab
California
$34.7M +$393K +23,803 +1%
Northern Trust
19
Northern Trust
Illinois
$33.2M +$37.8K +2,292 +0.1%
EB
20
Eastern Bank
Massachusetts
$28.1M +$1.48M +89,890 +6%
Millennium Management
21
Millennium Management
New York
$27.6M +$9.74M +590,443 +63%
JP Morgan Chase
22
JP Morgan Chase
New York
$25.3M +$1.58M +95,731 +7%
Morgan Stanley
23
Morgan Stanley
New York
$23.1M +$7.2M +436,193 +52%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$22.8M +$102K +6,173 +0.5%
First Trust Advisors
25
First Trust Advisors
Illinois
$20.8M -$17M -1,031,582 -47%

EBC Hedge Fund Activity: Q3 2025 in Review

267 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2025, worth a combined $2.76B — up 23% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EBC and 31 opened new positions — a net loss of 14 holders — while 74 trimmed existing stakes and 104 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $40.2M. The largest seller was Janus Henderson Group, cutting an estimated $21.2M.

  • 267 institutional investors held Eastern Bankshares (EBC) as of Q3 2025, down from 285 in Q2 2025.
  • Funds reported $2.76B of Eastern Bankshares stock for Q3 2025, up 23% quarter-over-quarter.
  • 31 funds opened new Eastern Bankshares positions in Q3 2025 and 45 closed out, a net change of -14 holders.
  • The largest Eastern Bankshares buyer in Q3 2025 was Macquarie Group, an estimated $40.2M added.
  • The largest Eastern Bankshares seller in Q3 2025 was Janus Henderson Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2025.