Berkshire Hills Bancorp

BHLB • NYSE

Berkshire Hills Bancorp is a banks - regional company in the financial services sector on NYSE, led by Eric S. Rosengren, with a market cap of $1.2B.

CEOEric S. Rosengren

Market Cap$1.2B

Banks - Regional

Financial Services

Employees1.3K

Websiteberkshirebank.com

Country

United States of America

Overview

Overview of institutional ownership in BHLB as of Q3 2025 with a market cap of $1.2B

All Institutions

Institutions: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Ownership Breakdown

Institutional (non-HF)

Hedge Funds

Retail & Other

100.0%

$1.2B

Based on market cap of $1.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BHLB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	Carter Mayberry Lyons CEO	- 0.00% of portfolio	0.00% - shares	Q4 2019 Held for 5y 11m	$50.0B
B BESSEMER GROUP INC Institution	-	- 0.00% of portfolio	0.00% - shares	Q3 2024 Held for 1y 2m	$64.4B
E EJF Capital LLC Institution	-	- 0.00% of portfolio	0.00% - shares	Q1 2025 Held for 8 months	$174.8M
LRI Investments, LLC RIA/Wealth	Hayley Ann Snell CCO	- 0.00% of portfolio	0.00% - shares	Q1 2025 Held for 8 months	$1.2B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	- 0.00% of portfolio	0.00% - shares	Q3 2024 Held for 1y 2m	$170.9M
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	- 0.00% of portfolio	0.00% - shares	Q1 2025 Held for 8 months	$140.8M
U UMB BANK N A/MO Institution	-	- 0.00% of portfolio	0.00% - shares	Q1 2024 Held for 1y 8m	$6.8B
O OREGON PUBLIC EMPLOYEES RETIREMENT FUND Institution	-	- 0.00% of portfolio	0.00% - shares	Q4 2018 Held for 6y 11m	$7.7B
CWM, LLC RIA/Wealth	George Burton White CEO	- 0.00% of portfolio	0.00% - shares	Q1 2024 Held for 1y 8m	$31.5B
Larson Financial Group LLC RIA/Wealth	Colin Gregory Wiens President	- 0.00% of portfolio	0.00% - shares	Q2 2024 Held for 1y 5m	$2.8B

Net Capital Flow

Institutional buying and selling activity for BHLB in Q3 2025

Net Flow: −$1.1B
Buyers: 0
Sellers: 225
Total Bought: +-
Total Sold: −$1.1B
Avg Position: -

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$169.8M −6.8M shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$140.5M −5.6M shares	Sold Off 0 shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	−$68.5M −2.7M shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$67.2M −2.7M shares	Sold Off 0 shares
STATE STREET CORP Institution	−$59.9M −2.4M shares	Sold Off 0 shares
Invesco Ltd. ETF Provider	−$37.5M −1.5M shares	Sold Off 0 shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$33.2M −1.3M shares	Sold Off 0 shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$27.2M −1.1M shares	Sold Off 0 shares
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	−$25.8M −1.0M shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$18.5M −740.6K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BHLB in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 225
Exited Value: $1.1B

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
B BlackRock, Inc. Institution	$169.8M 6.8M shares
VANGUARD GROUP INC Institution	$140.5M 5.6M shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	$68.5M 2.7M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	$67.2M 2.7M shares
STATE STREET CORP Institution	$59.9M 2.4M shares
Invesco Ltd. ETF Provider	$37.5M 1.5M shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	$33.2M 1.3M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	$27.2M 1.1M shares
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	$25.8M 1.0M shares
N Nuveen, LLC Institution	$18.5M 740.6K shares

Options Activity

Institutions with the largest Call and Put options positions in BHLB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BHLB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	Carter Mayberry Lyons CEO	0.00% -	0.00% - shares	Q4 2019 Held for 5y 11m	$50.0B
B BESSEMER GROUP INC Institution	-	0.00% -	0.00% - shares	Q3 2024 Held for 1y 2m	$64.4B
E EJF Capital LLC Institution	-	0.00% -	0.00% - shares	Q1 2025 Held for 8 months	$174.8M
LRI Investments, LLC RIA/Wealth	Hayley Ann Snell CCO	0.00% -	0.00% - shares	Q1 2025 Held for 8 months	$1.2B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.00% -	0.00% - shares	Q3 2024 Held for 1y 2m	$170.9M
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	0.00% -	0.00% - shares	Q1 2025 Held for 8 months	$140.8M
U UMB BANK N A/MO Institution	-	0.00% -	0.00% - shares	Q1 2024 Held for 1y 8m	$6.8B
O OREGON PUBLIC EMPLOYEES RETIREMENT FUND Institution	-	0.00% -	0.00% - shares	Q4 2018 Held for 6y 11m	$7.7B
CWM, LLC RIA/Wealth	George Burton White CEO	0.00% -	0.00% - shares	Q1 2024 Held for 1y 8m	$31.5B
Larson Financial Group LLC RIA/Wealth	Colin Gregory Wiens President	0.00% -	0.00% - shares	Q2 2024 Held for 1y 5m	$2.8B

Berkshire Hills Bancorp

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

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