Eagle Financial Services

EFSI • OTC

Eagle Financial Services is a publicly traded company on OTC, with a market cap of $213.1M. As of Q3 2025, 45% of shares are held by 64 institutional investors, with WELLINGTON MANAGEMENT CO LLP as the largest holder at 6.13%.

Market Cap$213.1M

Overview

Overview of institutional ownership in EFSI as of Q3 2025 with a market cap of $203.4M

All Institutions

Institutions: 64
Value Held: $91.0M
Shares Held: 2.4M
Avg Position: $1.4M
Median Position: $214.4K

Hedge Funds

Hedge Funds: 9
Value Held: $21.1M
Shares Held: 556.4K
Avg Position: $2.3M
Median Position: $553.0K

Ownership Breakdown

Institutional (non-HF)

34.37%

$69.9M

Hedge Funds

10.35%

$21.1M

Retail & Other

55.28%

$112.4M

Based on market cap of $203.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EFSI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$12.5M 0.00% of portfolio	6.13% 329.4K shares	Q1 2025 Held for 8 months	$571.21B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$11.6M 0.00% of portfolio	5.71% 306.8K shares	Q1 2025 Held for 8 months	$6.69T
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$10.5M 1.88% of portfolio	5.15% 276.8K shares	Q1 2025 Held for 8 months	$557.6M
B BlackRock, Inc. Institution	-	$10.3M 0.00% of portfolio	5.04% 271.0K shares	Q1 2025 Held for 8 months	$5.67T
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	$7.2M 1.11% of portfolio	3.53% 190.0K shares	Q1 2025 Held for 8 months	$646.2M
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$5.6M 0.00% of portfolio	2.76% 148.5K shares	Q1 2025 Held for 8 months	$317.45B
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	$4.9M 5.09% of portfolio	2.42% 129.9K shares	Q2 2025 Held for 5 months	$96.5M
E EJF Capital LLC Institution	-	$4.5M 2.55% of portfolio	2.19% 117.7K shares	Q1 2025 Held for 8 months	$174.8M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$4.1M 0.00% of portfolio	2.00% 107.8K shares	Q1 2025 Held for 8 months	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$3.3M 0.00% of portfolio	1.60% 86.0K shares	Q2 2025 Held for 5 months	$2.88T

Net Capital Flow

Institutional buying and selling activity for EFSI in Q3 2025

Traded: +$3.0M
Buyers: 38
Sellers: 21
Total Bought: +$11.7M
Total Sold: −$8.7M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
VANGUARD GROUP INC Institution	+$6.0M +157.3K shares	$11.6M 306.8K shares
STATE STREET CORP Institution	+$1.5M +39.3K shares	$3.3M 86.0K shares
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	+$612.5K +16.2K shares	$612.5K 16.2K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$553.0K +14.6K shares	$553.0K 14.6K shares
B BlackRock, Inc. Institution	+$409.7K +10.8K shares	$10.3M 271.0K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$389.4K +10.3K shares	$389.4K 10.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$370.7K +9.8K shares	$963.8K 25.5K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$295.1K +7.8K shares	$295.1K 7.8K shares
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	+$248.9K +6.6K shares	$4.9M 129.9K shares
HOWE & RUSLING INC RIA/Wealth	+$245.9K +6.5K shares	$245.9K 6.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$2.2M −58.8K shares	$5.6M 148.5K shares
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	−$1.7M −54.0K shares	Sold Off 0 shares
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	−$1.0M −27.5K shares	$7.2M 190.0K shares
ELCO Management Co., LLC Hedge Fund•Long/Short	−$902.4K −23.9K shares	$208.6K 5.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$855.1K −22.6K shares	$637.5K 16.9K shares
E EJF Capital LLC Institution	−$373.3K −9.9K shares	$4.5M 117.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$305.7K −10.0K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$246.8K −8.1K shares	Sold Off 0 shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$237.3K −6.3K shares	$12.5M 329.4K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$224.8K −7.3K shares	Sold Off 0 shares

Entry and Exit Activity

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

New Positions: 20
New Value: $2.6M
Exited Positions: 5
Exited Value: $2.5M

New Positions

Institution	Position Value
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	$612.5K 16.2K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$553.0K 14.6K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	$389.4K 10.3K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$295.1K 7.8K shares
N Nuveen, LLC Institution	$226.9K 6.0K shares
Trexquant Investment LP Hedge Fund•Quant	$220.1K 5.8K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	$92.3K 2.4K shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	$84.0K 2.2K shares
CWM, LLC RIA/Wealth	$44.5K 1.2K shares
R Russell Investments Group, Ltd. RIA/Wealth	$26.1K 689.0 shares

Exited Positions

Institution	Previous Position
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	$1.7M 54.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$305.7K 10.0K shares
GOLDMAN SACHS GROUP INC Institution	$246.8K 8.1K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$224.8K 7.3K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$82.7K 2.7K shares

Options Activity

Institutions with the largest Call and Put options positions in EFSI 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 EFSI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	5.09% $4.9M	2.42% 129.9K shares	Q2 2025 Held for 5 months	$96.5M
E EJF Capital LLC Institution	-	2.55% $4.5M	2.19% 117.7K shares	Q1 2025 Held for 8 months	$174.8M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	1.88% $10.5M	5.15% 276.8K shares	Q1 2025 Held for 8 months	$557.6M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	1.11% $7.2M	3.53% 190.0K shares	Q1 2025 Held for 8 months	$646.2M
B BANC FUNDS CO LLC Institution	-	0.60% $2.5M	1.21% 65.0K shares	Q1 2025 Held for 8 months	$411.3M
ELCO Management Co., LLC Hedge Fund•Long/Short	Paul Elliot Managing Partner	0.11% $208.6K	0.10% 5.5K shares	Q1 2025 Held for 8 months	$191.4M
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth	Lawrence Kenneth Miles CEO	0.03% $2.3M	1.12% 60.4K shares	Q2 2025 Held for 5 months	$7.7B
Reynders McVeigh Capital Management, LLC RIA/Wealth	Charlton Nmn Reynders Managing Partner	0.02% $386.8K	0.19% 10.2K shares	Q2 2025 Held for 5 months	$2.0B
HOWE & RUSLING INC RIA/Wealth	Craig Douglas Cairns CEO	0.02% $245.9K	0.12% 6.5K shares	Q1 2025 Held for 8 months	$1.5B
EVERMAY WEALTH MANAGEMENT LLC RIA/Wealth	William Calvin Pitt Founder	0.01% $98.7K	0.05% 2.6K shares	Q1 2025 Held for 8 months	$874.4M

Hedge Fund Spotlight

Discover hedge funds investing in EFSI

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,540
Last Reported: Q3 2025

Sector Allocation

Position in Eagle Financial Services

Market Value: $220.1K
Shares Held: 5.8K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

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