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Shore Bancshares
SHBI

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: 151 → 152 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$10M
2
AUB
Atlantic Union Bankshares
Virginia
+$7.71M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$2.26M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.55M
5
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
-$2.06M
2
FL
Fourthstone LLC
Missouri
-$2.02M
3
BlackRock
BlackRock
New York
-$1.72M
4
Millennium Management
Millennium Management
New York
-$1.5M
5
BFC
Banc Funds Company
Illinois
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
126
Founders Capital Management (Texas)
Texas
$23.6K – – –
Osaic Holdings
127
Osaic Holdings
Arizona
$22.4K -$2.12K -151 -10%
Federated Hermes
128
Federated Hermes
Pennsylvania
$20.3K +$18.2K +1,292 New
AB
129
Amalgamated Bank
New York
$16K – – –
BHWM
130
Bay Harbor Wealth Management
Maryland
$15.7K – – –
HWA
131
Heritage Wealth Advisors
Virginia
$15.7K – – –
EP
132
Essential Partners
California
$15.5K +$13.9K +987 New
Comerica Bank
133
Comerica Bank
Texas
$14.5K -$169 -12 -1%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$11.7K -$11.9K -848 -53%
WSFS
135
Wilmington Savings Fund Society
Delaware
$11.3K +$10.1K +717 New
AF
136
Allworth Financial
California
$5.38K +$3.87K +275 +410%
TFA
137
Toth Financial Advisory
Virginia
$4.72K – – –
C
138
Covestor
United Kingdom
$3K +$2.91K +207 +2,588%
MCM
139
MAI Capital Management
Ohio
$2.37K +$2.12K +151 New
RIL
140
Rothschild Investment LLC
Illinois
$2.12K +$211 +15 +13%
RA
141
Rise Advisors
New York
$1.16K +$1.04K +74 New
PFBT
142
Parkside Financial Bank & Trust
Missouri
$1.1K +$985 +70 New
SPIA
143
Steward Partners Investment Advisory
New York
$975 – – –
S
144
SignatureFD
Georgia
$739 +$661 +47 New
SAM
145
Smartleaf Asset Management
Massachusetts
$717 – – –
FFA
146
Farther Finance Advisors
California
$566 – – –
US Bancorp
147
US Bancorp
Minnesota
$534 +$478 +34 New
PA
148
Parallel Advisors
California
$330 +$295 +21 New
VCM
149
Versant Capital Management
Arizona
$173 – – –
CA
150
Clearstead Advisors
Ohio
$111 +$98 +7 New
3 4 5
6
7

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.