Eastern Bankshares, Inc.

EBC • NASDAQ

Eastern Bankshares, Inc. is a banks - regional company in the financial services sector on NASDAQ, led by Denis K. Sheahan, with a market cap of $4.4B. As of Q3 2025, 77% of shares are held by 262 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.78%.

CEODenis K. Sheahan

Market Cap$4.4B

Banks - Regional

Financial Services

Employees1.7K

Websiteeasternbank.com

Country

United States of America

Overview

Overview of institutional ownership in EBC as of Q3 2025 with a market cap of $3.6B

All Institutions

Institutions: 262
Value Held: $2.8B
Shares Held: 152.1M
Avg Position: $10.5M
Median Position: $598.5K

Hedge Funds

Hedge Funds: 27
Value Held: $261.9M
Shares Held: 14.4M
Avg Position: $9.7M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

69.3%

$2.5B

Hedge Funds

7.26%

$261.9M

Retail & Other

23.44%

$845.2M

Based on market cap of $3.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EBC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$352.7M 0.01% of portfolio	9.78% 19.4M shares	Q4 2020 Held for 5 years	$6.69T
FMR LLC Institution	-	$345.1M 0.02% of portfolio	9.57% 19.0M shares	Q4 2020 Held for 5 years	$1.92T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$304.3M 0.01% of portfolio	8.44% 16.8M shares	Q4 2020 Held for 5 years	$5.67T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$187.3M 0.12% of portfolio	5.19% 10.3M shares	Q3 2022 Held for 3y 3m	$161.58B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$156.3M 0.03% of portfolio	4.33% 8.6M shares	Q3 2021 Held for 4y 3m	$466.34B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$136.7M 0.00% of portfolio	3.79% 7.5M shares	Q4 2020 Held for 5 years	$2.88T
HoldCo Asset Management, L.P. Hedge Fund•Multi-Strategy	Vikaran "Nmn" Ghei Managing Partner	$116.3M 12.28% of portfolio	3.23% 6.4M shares	Q2 2025 Held for 6 months	$947.6M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$87.8M 0.01% of portfolio	2.43% 4.8M shares	Q4 2020 Held for 5 years	$1.57T
JENNISON ASSOCIATES LLC Long Only Manager	Jeffrey Todd Becker CEO	$78.4M 0.05% of portfolio	2.17% 4.3M shares	Q4 2020 Held for 5 years	$171.76B
B BROWN ADVISORY INC RIA/Wealth	David Alan Miller Founder	$70.9M 0.10% of portfolio	1.97% 3.9M shares	Q4 2020 Held for 5 years	$74.0B

Net Capital Flow

Institutional buying and selling activity for EBC in Q3 2025

Traded: +$182.7M
Buyers: 136
Sellers: 111
Total Bought: +$313.4M
Total Sold: −$130.7M
Avg Position: $9.1M

Biggest Buyers

Institution	Net Bought	Current Position
M MACQUARIE GROUP LTD Institution	+$44.2M +2.4M shares	$44.2M 2.4M shares
FMR LLC Institution	+$38.5M +2.1M shares	$345.1M 19.0M shares
BlackRock, Inc. Institution	+$24.8M +1.4M shares	$304.3M 16.8M shares
HoldCo Asset Management, L.P. Hedge Fund•Multi-Strategy	+$21.8M +1.2M shares	$116.3M 6.4M shares
FJ Capital Management LLC Hedge Fund•Long/Short	+$17.7M +976.3K shares	$17.7M 976.3K shares
Azora Capital LP Hedge Fund•Long/Short	+$16.6M +916.9K shares	$47.2M 2.6M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$15.4M +847.9K shares	$47.2M 2.6M shares
N Nuveen, LLC Institution	+$10.9M +598.7K shares	$18.7M 1.0M shares
STATE STREET CORP Institution	+$10.7M +591.2K shares	$136.7M 7.5M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$10.7M +590.4K shares	$27.6M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
FIRST TRUST ADVISORS LP ETF Provider	−$18.7M −1.0M shares	$20.8M 1.1M shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	−$15.3M −1.0M shares	Sold Off 0 shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	−$11.6M −640.5K shares	$3.9M 216.3K shares
M3F, Inc. Hedge Fund•Long/Short	−$7.4M −487.8K shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$6.9M −377.7K shares	$156.3M 8.6M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$6.3M −347.1K shares	$6.4M 353.2K shares
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	−$6.0M −394.5K shares	Sold Off 0 shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$5.4M −297.1K shares	$2.4M 133.6K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$4.7M −256.5K shares	$6.3M 347.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$4.1M −225.8K shares	$2.0M 108.3K shares

Entry and Exit Activity

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

New Positions: 21
New Value: $67.3M
Exited Positions: 41
Exited Value: $54.0M

New Positions

Institution	Position Value
M MACQUARIE GROUP LTD Institution	$44.2M 2.4M shares
A Algebris Ltd Institution	$9.3M 512.7K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$7.2M 396.4K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	$1.3M 73.4K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	$1.1M 61.4K shares
Sheets Smith Investment Management RIA/Wealth	$985.1K 54.3K shares
Q Quantessence Capital LLC Hedge Fund•Quant	$937.8K 51.7K shares
N Neo Ivy Capital Management Hedge Fund•Quant	$453.3K 25.0K shares
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth	$415.8K 22.9K shares
Penserra Capital Management LLC ETF Provider	$401.6K 22.1K shares

Exited Positions

Institution	Previous Position
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$15.3M 1.0M shares
M3F, Inc. Hedge Fund•Long/Short	$7.4M 487.8K shares
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	$6.0M 394.5K shares
J JANE STREET GROUP, LLC Institution	$3.3M 213.6K shares
Y Y-Intercept Ltd Institution	$3.1M 204.4K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$2.5M 162.8K shares
D D. E. Shaw & Co., Inc. Institution	$2.2M 141.9K shares
Q Qube Research & Technologies Ltd Institution	$1.8M 118.4K shares
B Brevan Howard Capital Management LP Institution	$1.5M 96.6K shares
C Cubist Systematic Strategies, LLC Institution	$1.4M 93.1K shares

Options Activity

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

Call Positions: 2
Call Value: $698.8K
Put Positions: 1
Put Value: $519.1K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$490.1K 270.0 contracts
P PEAK6 LLC Institution	$208.7K 115.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$519.1K 286.0 contracts

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
HoldCo Asset Management, L.P. Hedge Fund•Multi-Strategy	Vikaran "Nmn" Ghei Managing Partner	12.28% $116.3M	3.23% 6.4M shares	Q2 2025 Held for 6 months	$947.6M
R RAFFLES ASSOCIATES LP Hedge Fund•Value	Paul H. O'Leary Managing Partner	6.29% $6.5M	0.18% 359.8K shares	Q4 2020 Held for 5 years	$103.8M
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Stephen Edmund Babson Managing Partner	2.28% $7.6M	0.21% 417.1K shares	Q1 2023 Held for 2y 9m	$331.5M
Azora Capital LP Hedge Fund•Long/Short	Richard Anthony Reyes CFO	2.18% $47.2M	1.31% 2.6M shares	Q4 2024 Held for 1 year	$2.2B
NORTHSTAR ASSET MANAGEMENT INC RIA/Wealth	Julie N.W. Goodridge CEO	1.97% $7.6M	0.21% 416.6K shares	Q2 2021 Held for 4y 6m	$384.6M
FJ Capital Management LLC Hedge Fund•Long/Short	Andrew Frank Jose Founder	1.77% $17.7M	0.49% 976.3K shares	Q3 2025 Held for 3 months	$999.9M
A Algebris Ltd Institution	-	1.16% $9.3M	0.26% 512.7K shares	Q3 2025 Held for 3 months	$799.8M
Anderson Financial Strategies, LLC RIA/Wealth	Shon P Anderson Managing Partner	0.96% $1.6M	0.04% 88.9K shares	Q2 2025 Held for 6 months	$168.8M
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	0.85% $35.0M	0.97% 1.9M shares	Q2 2024 Held for 1y 6m	$4.1B
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	Gil Maor Managing Partner	0.64% $528.4K	0.01% 29.1K shares	Q1 2025 Held for 9 months	$81.9M

Hedge Fund Spotlight

Discover hedge funds investing in EBC

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerJohn Mihn Soo Liew

Portfolio Value: $156.17B
Positions: 3,454
Last Reported: Q3 2025

Sector Allocation

Position in Eastern Bankshares, Inc.

Market Value: $1.8M
Shares Held: 96.8K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

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