Eastern Bankshares Inc (EBC) Hedge Fund Ownership (Q2 2026)

Eastern Bankshares Inc (EBC)

320 + Investors. Track Smart Money conviction in EBC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EBC

Based on 324 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

324 hedge funds hold EBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

185 buying124 selling

Last quarter: 185 funds were net buyers (72 opened a brand new position + 113 added to an existing one). Only 124 were sellers (78 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter

Funds opening a new EBC position: 31 → 55 → 47 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 26% medium ■ 29% new

146 out of 324 hedge funds have held EBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +40% but shares only +17% — price-driven

Value

+39%

+16%

Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

50 → 31 → 55 → 47 → 72 new funds/Q

New funds entering each quarter: 31 → 55 → 47 → 72. A growing number of institutions are discovering EBC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 50% veterans vs 30% newcomers

■ 50% veterans ■ 20% 1-2yr ■ 30% new

Entry-cohort mix of 326 holders: 164 (50%) are 2+ year veterans, 64 entered 1–2 years ago, and 98 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds

51 of 323 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in EBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	320	298	7.38%
13F Shares	192M	170M	13.45%
Total Value	$3.97B	$3.03B	31.01%
New Positions	71	47	+24
Increased Positions	110	99	+11
Closed Positions	48	31	+17
Reduced Positions	78	96	-18
Total Calls	2	1	100.0%
Total Puts	1	3	-66.67%
PUT/CALL Ratio	0.5	3.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

320

298

7.38%

13F Shares

192M

170M

13.45%

Total Value

$3.97B

$3.03B

31.01%

New Positions

+24

Increased Positions

110

+11

Closed Positions

+17

Reduced Positions

-18

Total Calls

100.0%

Total Puts

-66.67%

PUT/CALL Ratio

0.5

3.0

Bullish

Institutional Holders (2026 Q2)

320 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EBC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EBC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HoldCo Asset Management, LP	10.54%	7,382,772	$164.2M
2	Raffles Associates LP	7.54%	374,788	$8.3M
3	Towle & Co	1.13%	150,525	$3.3M
4	Anderson Financial Strategies, LLC	1.03%	85,888	$2.0M
5	Mendon Capital Advisors Corp	1.00%	127,729	$2.8M
6	Minerva Advisors LLC	0.88%	62,576	$1.4M
7	Systematic Financial Management LP	0.78%	1,771,172	$39.4M
8	Pvg Asset Management Corp	0.68%	52,581	$1.2M
9	Sippican Capital Advisors	0.57%	41,806	$930K
10	Index Technologies Group LLC	0.55%	30,953	$688K
11	Eastern Bank	0.50%	1,472,122	$32.7M
12	Frontier Capital Management Co LLC	0.48%	2,332,022	$51.9M
13	Basswood Capital Management, L.L.C.	0.44%	502,120	$11.2M
14	Sentinel Pension Advisors, LLC	0.43%	143,374	$3.3M
15	Ground Swell Capital, LLC	0.43%	17,729	$394K
16	Quantum Portfolio Management LLC	0.41%	51,424	$1.1M
17	Kitching Partners, LLC	0.39%	20,652	$459K
18	Sandy Cove Advisors, LLC	0.33%	60,198	$1.3M
19	MQS Management LLC	0.32%	11,767	$262K
20	Endeavour Capital Advisors Inc	0.29%	63,315	$1.4M
21	Alliance Private Wealth, LLC	0.24%	31,008	$690K
22	Northstar Asset Management Inc	0.22%	34,430	$766K
23	Jupiter Asset Management Ltd	0.20%	1,837,919	$40.9M
24	Impax Asset Management Group plc	0.18%	1,275,000	$28.4M
25	Fieldview Capital Management, LLC	0.17%	26,130	$581K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Eastern Bankshares Inc (EBC)

What does the Smart Money Trend signal show for EBC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EBC?

More buyers than sellers — 60% buying: Last quarter: 185 funds were net buyers (72 opened a brand new position + 113 added to an existing one). Only 124 were sellers (78 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EBC holders?

Elite ownership — 68% AUM from top-100 funds: 51 of 323 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in EBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EBC?

45% of holders stayed for 2+ years: 146 out of 324 hedge funds have held EBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Eastern Bankshares Inc (EBC)

Smart Money Signals — EBC

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+25 vs last Q)

45% of holders stayed for 2+ years

Value +40% but shares only +17% — price-driven

Growing discovery — still being found

Veteran-anchored — 50% veterans vs 30% newcomers

Elite ownership — 68% AUM from top-100 funds

Institutional Sentiment Summary — EBC

Hedge Fund Ownership: EBC

Market Analysis: EBC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EBC

Hedge Fund Positioning: EBC

Statistics: EBC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Eastern Bankshares Inc (EBC)

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