Who Owns Eagle Financial Services, Inc. (EFSI)?Hedge Fund & Institutional Holders

$32.74+0.24 (+0.74%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2000000400000027e+128T

% of Float Held

QoQ Change in Holders

+13 / -0

Price History

$29.00$31.99$34.98$37.98$40.97Feb 25Aug 25Mar 26

EFSI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UBS Group AGIncreased+71K+$2.8B
Fourthstone LLCIncreased+177K+$7.6M
Expressive Wealth LLCNew Position+12K+$469K
EVERMAY WEALTH MANAGEMENT LLCNew Position+3K+$103K
Daytona Street Capital LLCNew Position+2K+$59K
CWM, LLCNew Position+1K+$44K
MAI Capital ManagementNew Position+2+$0
Bank of New York Mellon CorpNew Position+16K+$0
Global Retirement Partners, LLCNew Position+2+$0
SJS Investment Consulting Inc.New Position+2+$0
True Wealth Design, LLCNew Position+5+$0
Farther Finance Advisors, LLCNew Position+6+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+11K+$0
HOWE & RUSLING INCNew Position+7K+$0
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+2K+$0

EFSI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GRAHAM CAPITAL WEALTH MANAGEMENT, LLCDecreased-2K-$4.9B
EJF Capital LPDecreased-74K-$2.7B
ALLIANCEBERNSTEIN L.P.Decreased-25K-$1.6B
TWO SIGMA INVESTMENTS, LPDecreased-7K-$963.8M
CITADEL ADVISORS LLCDecreased-12K-$637.5M
MILLENNIUM MANAGEMENT LLCDecreased-7K-$513.8M
WELLINGTON MANAGEMENT GROUP LLPDecreased-10K-$461.0M
TWO SIGMA ADVISERS, LPDecreased-3K-$295.1M
NORTHERN TRUST CORPDecreased-2K-$285.0M
RHUMBLINE ADVISERSDecreased-746-$155.4M
DEUTSCHE BANK AG\Decreased-84-$92.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Decreased-119-$84.0M
Tower Research Capital LLC (TRC)Decreased-81-$13.6M
Sterling Capital Management LLCDecreased-49-$11.4M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMDecreased-7-$10.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLINGTON MANAGEMENT GROUP LLP319,272$12.0B2.10%Share
2ALLIANCEBERNSTEIN L.P.123,300$4.0B1.26%Share
3UBS Group AG66,933$2.7B0.43%Share
4EJF Capital LP43,758$1.7B0.99%Share
5NORTHERN TRUST CORP31,382$1.0B0.13%Share
6UBS Group AG4,652$185.0M0.03%Share
7UBS Group AG1,509$60.0M0.01%Share
8Fourthstone LLC453,918$18.1M3.38%Share
9VANGUARD GROUP INC269,792$10.0M0.14%Share
10GRAHAM CAPITAL WEALTH MANAGEMENT, LLC128,280$5.1M4.69%Share
11BlackRock, Inc.141,273$5.0M0.08%Share
12BlackRock, Inc.116,851$4.0M0.07%Share
13STATE STREET CORP85,007$3.0M0.00%Share
14BANC FUNDS CO LLC65,000$2.6M0.51%Share
15CHOREO, LLC60,400$2.4M0.03%Share
16MALTESE CAPITAL MANAGEMENT LLC55,446$2.2M0.39%Share
17MALTESE CAPITAL MANAGEMENT LLC44,952$1.8M0.32%Share
18MALTESE CAPITAL MANAGEMENT LLC28,751$1.1M0.20%Share
19VANGUARD GROUP INC30,217$1.0M0.01%Share
20Expressive Wealth LLC11,799$469K0.51%Share
21Trexquant Investment LP11,684$464K0.00%Share
22Reynders McVeigh Capital Management, LLC9,875$393K0.02%Share
23EVERMAY WEALTH MANAGEMENT LLC2,609$103K0.01%Share
24Daytona Street Capital LLC1,500$59K0.05%Share
25CWM, LLC1,117$44K0.00%Share
26GEODE CAPITAL MANAGEMENT, LLC90,609$3K0.00%Share
27BlackRock, Inc.13,181$00.00%Share
28BlackRock, Inc.8,832$00.00%Share
29BlackRock, Inc.103$00.00%Share
30Allworth Financial LP20$00.00%Share
31True Wealth Design, LLC5$00.00%Share
32Sunbelt Securities, Inc.1$00.00%Share
33WELLS FARGO & COMPANY/MN182$00.00%Share
34WELLS FARGO & COMPANY/MN4,963$00.00%Share
35WELLS FARGO & COMPANY/MN5,626$00.00%Share
36Russell Investments Group, Ltd.381$00.00%Share
37Russell Investments Group, Ltd.357$00.00%Share
38Police & Firemen's Retirement System of New Jersey1,040$00.00%Share
39BARCLAYS PLC18,697$00.00%Share
40Legal & General Group Plc415$00.00%Share
41IFP Advisors, Inc23$00.00%Share
42ROYAL BANK OF CANADA401$00.00%Share
43ROYAL BANK OF CANADA37$00.00%Share
44RHUMBLINE ADVISERS3,362$00.00%Share
45Sterling Capital Management LLC253$00.00%Share
46Nuveen, LLC5,999$00.00%Share
47CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM281$00.00%Share
48AQR CAPITAL MANAGEMENT LLC14,884$00.00%Share
49AQR CAPITAL MANAGEMENT LLC89$00.00%Share
50AQR CAPITAL MANAGEMENT LLC50$00.00%Share

EFSI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202568$21.7B+13
Q3 202555$40.7B+15
Q2 202540$20.6B+12
Q1 202528$43.2B+27
Q4 20231$328K+0
Q3 20231$557K+0
Q2 20231$1.3M+0
Q1 20231$1.6M

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold EFSI (Eagle Financial Services, Inc.). The largest holder is WELLINGTON MANAGEMENT GROUP LLP with $12.0B in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own EFSI?

As of Q4 2025, 50 institutional investors report holding EFSI (Eagle Financial Services, Inc.) in their 13F filings.

Who is the largest institutional holder of EFSI?

The largest institutional holder of EFSI is WELLINGTON MANAGEMENT GROUP LLP with $12.0B in shares.

Is institutional ownership of EFSI increasing or decreasing?

This quarter, 13 institutions opened new positions in EFSI and 0 closed their positions.