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Shore Bancshares
SHBI

153 hedge funds and large institutions have $344M invested in Shore Bancshares in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 42

8% more capital invested

Capital invested by funds: $319M → $344M (+$25.5M)

2.23% more ownership

Funds ownership: 60.76% → 62.99% (+2.2%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 152 → 153 (+1)

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
69
Reduced
42
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.89M
2
State Street
State Street
Massachusetts
+$2.85M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.45M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.89M
5
American Century Companies
American Century Companies
Missouri
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.78M
2
MCA
Mendon Capital Advisors
Florida
-$1.32M
3
Man Group
Man Group
United Kingdom
-$1.29M
4
Squarepoint
Squarepoint
New York
-$1.13M
5
BFC
Banc Funds Company
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.9M -$51.1K -3,101 -2%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$2.66M +$1.04M +63,264 +64%
CIM
28
Corbyn Investment Management
Maryland
$2.55M -$37.7K -2,290 -1%
MCA
29
Mendon Capital Advisors
Florida
$2.54M -$1.32M -79,874 -34%
Creative Planning
30
Creative Planning
Kansas
$2.47M +$955K +57,999 +63%
Prudential Financial
31
Prudential Financial
New Jersey
$2.43M +$614K +37,300 +34%
PU
32
Petiole USA
New York
$2.42M – – –
EF
33
Empowered Funds
Pennsylvania
$2.29M +$667K +40,491 +41%
GJL
34
Gendell Jeffrey L
$2.25M – – –
SBH
35
Segall Bryant & Hamill
Illinois
$2.24M -$11K -668 -0.5%
CRC
36
Curi RMB Capital
Illinois
$2.18M -$707K -42,912 -24%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.09M -$164K -9,984 -7%
MAM
38
Martingale Asset Management
Massachusetts
$2.01M +$99.4K +6,034 +5%
LSV Asset Management
39
LSV Asset Management
Illinois
$1.95M +$1.5M +90,900 +324%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$1.93M -$370K -22,492 -16%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.86M -$102K -6,169 -5%
Fisher Asset Management
42
Fisher Asset Management
Washington
$1.6M -$94.5K -5,737 -6%
Barclays
43
Barclays
United Kingdom
$1.5M -$128K -7,753 -8%
Ameriprise
44
Ameriprise
Minnesota
$1.48M +$736K +44,694 +99%
Charles Schwab
45
Charles Schwab
California
$1.46M -$30.2K -1,835 -2%
Brown Advisory
46
Brown Advisory
Maryland
$1.37M -$49.8K -3,025 -3%
CIS
47
Custom Index Systems
New York
$1.3M +$490K +29,732 +60%
Millennium Management
48
Millennium Management
New York
$1.22M +$677K +41,118 +123%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.21M +$151K +9,184 +14%
Bank of America
50
Bank of America
North Carolina
$1.16M +$201K +12,200 +21%
1
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3 4 5

SHBI Hedge Fund Activity: Q3 2025 in Review

153 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q3 2025, worth a combined $344M — up 8% from $319M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SHBI positions and 17 closed out — a net gain of 1 holder — while 69 added to existing stakes and 42 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.89M. The largest seller was BlackRock, cutting an estimated $2.78M.

  • 153 institutional investors held Shore Bancshares (SHBI) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $344M of Shore Bancshares stock for Q3 2025, up 8% quarter-over-quarter.
  • 18 funds opened new Shore Bancshares positions in Q3 2025 and 17 closed out, a net change of +1 holder.
  • The largest Shore Bancshares buyer in Q3 2025 was Wellington Management Group, an estimated $2.89M added.
  • The largest Shore Bancshares seller in Q3 2025 was BlackRock, an estimated $2.78M sold.

Based on aggregated 13F filings for Q3 2025.