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Shore Bancshares

152 hedge funds and large institutions have $319M invested in Shore Bancshares in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 46

21% more capital invested

Capital invested by funds: $264M → $319M (+$54.3M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2.19% more ownership

Funds ownership: 58.57%60.76% (+2.2%)

1% more funds holding

Funds holding: 151152 (+1)

Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
60
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$1.06M +$292K +20,786 +44%
HPM
52
Hoxton Planning & Management
West Virginia
$1.02M
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$68.9K +4,899 +8%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$990K -$19.7K -1,400 -2%
Bank of America
55
Bank of America
North Carolina
$919K +$73.3K +5,211 +10%
Citadel Advisors
56
Citadel Advisors
Florida
$896K -$137K -9,773 -15%
ACM
57
Ategra Capital Management
Virginia
$895K +$801K +56,939 New
HSBC Holdings
58
HSBC Holdings
United Kingdom
$855K -$53.9K -3,833 -7%
Massachusetts Financial Services
59
Massachusetts Financial Services
Massachusetts
$838K +$9.27K +659 +1%
Stifel Financial
60
Stifel Financial
Missouri
$822K
CIS
61
Custom Index Systems
New York
$777K -$17.8K -1,269 -3%
B
62
Bailard
California
$769K +$470K +33,400 +215%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$723K -$713K -50,684 -52%
Ameriprise
64
Ameriprise
Minnesota
$711K +$123K +8,722 +24%
Invesco
65
Invesco
Georgia
$694K -$29.1K -2,071 -4%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$676K +$100K +7,125 +20%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$628K +$13.7K +972 +2%
Principal Financial Group
68
Principal Financial Group
Iowa
$610K +$545K +38,776 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$601K +$1.67K +119 +0.3%
Marshall Wace
70
Marshall Wace
United Kingdom
$585K -$213K -15,124 -29%
Millennium Management
71
Millennium Management
New York
$525K -$1.5M -106,856 -76%
LPL Financial
72
LPL Financial
California
$513K +$172K +12,221 +60%
Jane Street
73
Jane Street
New York
$474K -$141K -10,052 -25%
ZIM
74
Zacks Investment Management
Illinois
$469K -$14 -1 -0%
XT
75
XTX Topco
Cayman Islands
$443K -$149K -10,562 -27%

SHBI Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Shore Bancshares (SHBI) for Q2 2025, worth a combined $319M — up 21% from $264M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SHBI positions and 17 closed out — a net gain of 2 holders — while 60 added to existing stakes and 46 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10M. The largest seller was Gendell Jeffrey L, cutting an estimated $2.06M.

  • 152 institutional investors held Shore Bancshares (SHBI) as of Q2 2025, up from 151 in Q1 2025.
  • Funds reported $319M of Shore Bancshares stock for Q2 2025, up 21% quarter-over-quarter.
  • 19 funds opened new Shore Bancshares positions in Q2 2025 and 17 closed out, a net change of +2 holders.
  • The largest Shore Bancshares buyer in Q2 2025 was Wellington Management Group, an estimated $10M added.
  • The largest Shore Bancshares seller in Q2 2025 was Gendell Jeffrey L, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2025.