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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
BlackRock
1
BlackRock
New York
$53M +$404K +24,061 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$31.5M -$7.38K -440 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.8M +$342K +20,406 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$20.3M +$1.41M +84,298 +8%
FL
5
Fourthstone LLC
Missouri
$16.2M +$5.87M +350,012 +62%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16M -$344K -20,492 -2%
American Century Companies
7
American Century Companies
Missouri
$15.2M +$1.28M +76,072 +10%
State Street
8
State Street
Massachusetts
$14.4M -$6.66K -397 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.2M -$112K -6,683 -0.9%
AUB
10
Atlantic Union Bankshares
Virginia
$9.32M
Goldman Sachs
11
Goldman Sachs
New York
$8.77M +$5.22M +311,266 +169%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$8.74M +$976K +58,196 +13%
Ameriprise
13
Ameriprise
Minnesota
$8.02M +$6.1M +363,565 +404%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$6.89M +$48.5K +2,890 +0.7%
Renaissance Technologies
15
Renaissance Technologies
New York
$6.75M -$413K -24,600 -6%
AQR Capital Management
16
AQR Capital Management
Connecticut
$6.74M -$104K -6,203 -2%
N
17
Nuveen
North Carolina
$6.39M +$705K +42,020 +13%
Northern Trust
18
Northern Trust
Illinois
$5.17M -$293K -17,443 -6%
AllianceBernstein
19
AllianceBernstein
Tennessee
$5.12M -$33K -1,970 -0.7%
Morgan Stanley
20
Morgan Stanley
New York
$5.03M +$425K +25,311 +10%
BCM
21
Bridgeway Capital Management
Texas
$4.42M +$249K +14,850 +6%
BFC
22
Banc Funds Company
Illinois
$3.62M -$593K -35,331 -15%
SCP
23
Siena Capital Partners
Illinois
$3.45M
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.38M +$242K +14,415 +8%
Millennium Management
25
Millennium Management
New York
$3.32M +$1.9M +113,446 +152%

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.