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Shore Bancshares

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: 153148 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$88.5K +$20.4K +1,218 +32%
SOW
102
State of Wyoming
Wyoming
$79.3K -$117K -6,990 -61%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$72K +$46.8K +2,792 +207%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$65.5K +$6.86K +409 +12%
IA
105
IFP Advisors
Florida
$56.1K +$755 +45 +1%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$52.3K
Legal & General Group
107
Legal & General Group
United Kingdom
$51.4K -$990 -59 -2%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$50K +$336 +20 +0.7%
GWM
109
Geneos Wealth Management
Colorado
$48.2K +$45.7K +2,727 New
AIP
110
Ameritas Investment Partners
Nebraska
$46.1K -$8.05K -480 -16%
GI
111
GAMMA Investing
California
$43.3K +$5.62K +335 +16%
Federated Hermes
112
Federated Hermes
Pennsylvania
$40.7K -$19.6K -1,168 -34%
EWA
113
EverSource Wealth Advisors
Alabama
$38.3K +$1.23K +73 +3%
California State Teachers Retirement System (CalSTRS)
114
California State Teachers Retirement System (CalSTRS)
California
$33.6K -$5.37K -320 -14%
TRCT
115
Tower Research Capital (TRC)
New York
$31.1K +$5.02K +299 +20%
FC
116
Financial Consulate
Maryland
$28.8K -$45.7K -2,727 -63%
EP
117
Essential Partners
California
$28.5K -$168 -10 -0.6%
FCMT
118
Founders Capital Management (Texas)
Texas
$26.5K
BHWM
119
Bay Harbor Wealth Management
Maryland
$17.7K
HWA
120
Heritage Wealth Advisors
Virginia
$17.7K
AB
121
Amalgamated Bank
New York
$17K -$788 -47 -5%
AF
122
Allworth Financial
California
$12.5K +$84 +5 +0.7%
EB
123
Eastern Bank
Massachusetts
$10.7K +$10.2K +608 New
FFA
124
Farther Finance Advisors
California
$9.83K +$5.77K +344 +162%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$9.12K -$3.88K -231 -31%

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.