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Shore Bancshares
SHBI

148 hedge funds and large institutions have $380M invested in Shore Bancshares in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $344M → $380M (+$35.3M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

1.23% more ownership

Funds ownership: 62.99% → 64.22% (+1.2%)

3% less funds holding

Funds holding: 153 → 148 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
50
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$6.1M
2
FL
Fourthstone LLC
Missouri
+$5.87M
3
Goldman Sachs
Goldman Sachs
New York
+$5.22M
4
Millennium Management
Millennium Management
New York
+$1.9M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.57M
2
HAM
HoldCo Asset Management
Florida
-$2.38M
3
EF
Empowered Funds
Pennsylvania
-$2.29M
4
SBH
Segall Bryant & Hamill
Illinois
-$2.24M
5
CIS
Custom Index Systems
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.32M -$642K -38,262 -17%
LSV Asset Management
27
LSV Asset Management
Illinois
$3.25M +$1.09M +64,806 +54%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$3.04M +$162K +9,627 +6%
Creative Planning
29
Creative Planning
Kansas
$2.82M +$147K +8,765 +6%
MCA
30
Mendon Capital Advisors
Florida
$2.75M – – –
Prudential Financial
31
Prudential Financial
New Jersey
$2.65M +$29.4K +1,754 +1%
PU
32
Petiole USA
New York
$2.61M – – –
CIM
33
Corbyn Investment Management
Maryland
$2.56M -$179K -10,646 -7%
GJL
34
Gendell Jeffrey L
$2.42M – – –
HAM
35
HoldCo Asset Management
Florida
$2.41M -$2.38M -142,000 -51%
CRC
36
Curi RMB Capital
Illinois
$2.36M +$4.19K +250 +0.2%
MAM
37
Martingale Asset Management
Massachusetts
$2.12M -$36.4K -2,167 -2%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$1.96M -$107K -6,362 -5%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.95M -$47.7K -2,841 -3%
KOCAA
40
Knights of Columbus Asset Advisors
Connecticut
$1.87M +$1.77M +105,623 New
Barclays
41
Barclays
United Kingdom
$1.79M +$162K +9,649 +11%
Fisher Asset Management
42
Fisher Asset Management
Washington
$1.73M – – –
Charles Schwab
43
Charles Schwab
California
$1.58M +$185 +11 +0%
Brown Advisory
44
Brown Advisory
Maryland
$1.48M – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$56.1K +3,346 +5%
SM
46
Salzhauer Michael
$1.27M – – –
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$1.21M +$1.15M +68,465 New
HPM
48
Hoxton Planning & Management
West Virginia
$1.21M – – –
TAFW
49
Tred Avon Family Wealth
Maryland
$1.1M -$5.59K -333 -0.5%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$991K +$941K +56,075 New
1
2
3 4 5

SHBI Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q4 2025, worth a combined $380M — up 10% from $344M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SHBI and 16 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 55 added.

The largest buyer was Ameriprise, adding an estimated $6.1M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $4.57M sold.

  • 148 institutional investors held Shore Bancshares (SHBI) as of Q4 2025, down from 153 in Q3 2025.
  • Funds reported $380M of Shore Bancshares stock for Q4 2025, up 10% quarter-over-quarter.
  • 16 funds opened new Shore Bancshares positions in Q4 2025 and 20 closed out, a net change of -4 holders.
  • The largest Shore Bancshares buyer in Q4 2025 was Ameriprise, an estimated $6.1M added.
  • The largest Shore Bancshares seller in Q4 2025 was Hillsdale Investment Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2025.