2,283 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 287 funds opening new positions, 932 increasing their positions, 754 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
+121
Holders Change %
+5.6%
% of All Funds
30.6%
Holding in Top 10
61
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+96.77%
% of All Funds
0.82%
New
287
Increased
932
Reduced
754
Closed
124
Calls
$3.1B
Puts
$1.41B
Net Calls
+$1.69B
Net Calls Change
+$939M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
351
Aptus Capital Advisors
Alabama
$16.1M +$735K +2,058 +5%
YCM
352
Yaupon Capital Management
New York
$15.9M +$15.9M +44,621 New
BCM
353
Bourgeon Capital Management
Connecticut
$15.9M +$318K +890 +2%
SOADOR
354
State of Alaska Department of Revenue
Alaska
$15.7M -$850K -2,380 -5%
PAG
355
Private Advisor Group
New Jersey
$15.7M +$200K +559 +1%
BPWM
356
Badgley Phelps Wealth Managers
Washington
$15.4M +$69.3K +194 +0.5%
YCM
357
Yousif Capital Management
Michigan
$15.4M -$404K -1,133 -3%
PCIA
358
Prime Capital Investment Advisors
Kansas
$15.4M +$6.87M +19,250 +81%
DC
359
Davenport & Co
Virginia
$15.2M +$1.98M +5,568 +15%
CA
360
Clearstead Advisors
Ohio
$15.2M +$325K +911 +2%
AGAM
361
Avalon Global Asset Management
California
$15.2M -$1.78M -5,000 -11%
AssetMark Inc
362
AssetMark Inc
California
$15.2M +$1.66M +4,652 +12%
PR
363
Payden & Rygel
California
$15M +$321K +900 +2%
BFO
364
Boston Family Office
Massachusetts
$14.9M +$77.8K +218 +0.5%
SAM
365
Sycomore Asset Management
France
$14.8M
Jones Financial Companies
366
Jones Financial Companies
Missouri
$14.8M +$1.39M +3,926 +10%
UAS
367
United Asset Strategies
New York
$14.8M +$1.7M +4,754 +13%
ECM
368
EagleClaw Capital Management
Massachusetts
$14.7M -$277K -775 -2%
SCM
369
SIR Capital Management
New York
$14.6M -$2.35M -6,569 -14%
CA
370
Cornerstone Advisors
North Carolina
$14.6M +$5.1M +14,300 +54%
TIP
371
Torray Investment Partners
Maryland
$14.5M -$163K -457 -1%
EI
372
Ethic Inc
New York
$14.4M +$1.05M +2,961 +8%
NRS
373
Neville Rodie & Shaw
New York
$14.3M -$288K -808 -2%
PFS
374
Prospera Financial Services
Texas
$14.3M +$600K +1,680 +4%
EF
375
Empowered Funds
Pennsylvania
$14.3M +$10.9M +30,671 +326%