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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
BlackRock
1
BlackRock
New York
$49.4M -$1.72M -121,985 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.2M +$1.01M +71,513 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.3M +$989K +70,298 +5%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M -$243K -17,299 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$14M +$10M +714,088 +404%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.8M +$498K +35,407 +5%
American Century Companies
7
American Century Companies
Missouri
$10.7M +$1.25M +88,844 +15%
State Street
8
State Street
Massachusetts
$10.1M +$317K +22,541 +4%
FL
9
Fourthstone LLC
Missouri
$8.91M -$2.02M -143,936 -20%
AUB
10
Atlantic Union Bankshares
Virginia
$8.62M +$7.71M +548,502 New
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$6.9M +$1.55M +109,903 +33%
Renaissance Technologies
12
Renaissance Technologies
New York
$6.39M +$145K +10,300 +3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$5.38M -$128K -9,100 -3%
Northern Trust
14
Northern Trust
Illinois
$4.94M +$809K +57,506 +22%
BFC
15
Banc Funds Company
Illinois
$4.78M -$1.41M -100,000 -25%
AQR Capital Management
16
AQR Capital Management
Connecticut
$4.29M +$2.26M +160,850 +143%
HAM
17
HoldCo Asset Management
Florida
$4.21M +$3.77M +268,114 New
HIM
18
Hillsdale Investment Management
Ontario, Canada
$4.17M +$1.3M +92,200 +53%
N
19
Nuveen
North Carolina
$3.88M -$388K -27,617 -10%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$3.74M +$215K +15,260 +7%
MCA
21
Mendon Capital Advisors
Florida
$3.7M +$422K +30,000 +15%
Morgan Stanley
22
Morgan Stanley
New York
$3.37M -$928K -65,967 -24%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.28M +$6.3K +448 +0.2%
SCP
24
Siena Capital Partners
Illinois
$3.07M
BCM
25
Bridgeway Capital Management
Texas
$3.06M +$650K +46,181 +31%

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.