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EFSI

Eagle Financial Services Inc

48 hedge funds and large institutions have $71.7M invested in Eagle Financial Services Inc in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more funds holding

Funds holding: 3048 (+18)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

1.31% more ownership

Funds ownership: 42.23%43.54% (+1.3%)

1% more capital invested

Capital invested by funds: $70.8M → $71.7M (+$945K)

Holders
48
Holders Change
+18
Holders Change %
+60%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
10
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$298K +$301K +9,741 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$278K
Goldman Sachs
28
Goldman Sachs
New York
$247K -$21K -681 -8%
Squarepoint
29
Squarepoint
New York
$225K +$227K +7,343 New
Bank of America
30
Bank of America
North Carolina
$211K +$90.4K +2,925 +74%
UBS Group
31
UBS Group
Switzerland
$180K +$179K +5,800 +9,206%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$164K +$167K +5,416 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$135K +$136K +4,407 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$101K +$102K +3,300 New
MIM
35
MetLife Investment Management
New Jersey
$94.4K +$95.2K +3,083 New
Raymond James Financial
36
Raymond James Financial
Florida
$82.7K +$83.4K +2,700 New
EWM
37
Evermay Wealth Management
Virginia
$79.9K
JP Morgan Chase
38
JP Morgan Chase
New York
$66.7K +$67.3K +2,179 New
Citigroup
39
Citigroup
New York
$47.3K +$47.8K +1,546 New
PFSRSONJ
40
Police & Firemen's Retirement System of New Jersey
New Jersey
$31.8K +$32.1K +1,040 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$21K +$20.4K +661 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$19.9K +$20.1K +650 New
AIP
43
Ameritas Investment Partners
Nebraska
$14.4K +$14.5K +469 New
Legal & General Group
44
Legal & General Group
United Kingdom
$12.7K +$12.8K +415 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$8.79K +$8.87K +287 New
AB
46
Amalgamated Bank
New York
$5K +$4.85K +157 New
SCM
47
Sterling Capital Management
North Carolina
$3.64K +$3.68K +119 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$122 +$124 +4 New
ACL
49
Azora Capital LP
Florida
-$3.28M -99,885 Closed
JAM
50
Jacobs Asset Management
New York
-$2.57M -78,237 Closed

EFSI Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eagle Financial Services Inc (EFSI) for Q2 2025, worth a combined $71.7M — up 1.3% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EFSI positions and 9 closed out — a net gain of 18 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $5.97M. The largest seller was Azora Capital LP, exiting entirely with an estimated $3.28M sold.

  • 48 institutional investors held Eagle Financial Services Inc (EFSI) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $71.7M of Eagle Financial Services Inc stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 27 funds opened new Eagle Financial Services Inc positions in Q2 2025 and 9 closed out, a net change of +18 holders.
  • The largest Eagle Financial Services Inc buyer in Q2 2025 was BlackRock, an estimated $5.97M added.
  • The largest Eagle Financial Services Inc seller in Q2 2025 was Azora Capital LP, an estimated $3.28M sold.

Based on aggregated 13F filings for Q2 2025.