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 %
MP
376
McDonald Partners
Ohio
$14.2M +$560K +1,570 +4%
Vontobel Holding
377
Vontobel Holding
Switzerland
$14.2M +$6.11M +17,118 +76%
BFS
378
Bradley Foster & Sargent
Connecticut
$14.1M +$1.07M +3,003 +8%
JMFC
379
J.M. Forbes & Co
Massachusetts
$14M -$66.4K -186 -0.5%
EWA
380
Exencial Wealth Advisors
Oklahoma
$13.9M -$41.4K -116 -0.3%
FDP
381
Financiere des Professionnels
Quebec, Canada
$13.8M -$665K -1,862 -5%
AAM
382
Advisors Asset Management
Colorado
$13.8M -$728K -2,038 -5%
EMPI
383
Elo Mutual Pension Insurance
Finland
$13.8M +$1.01M +2,842 +8%
EDRH
384
Edmond de Rothschild Holding
Switzerland
$13.7M +$1.4M +3,931 +11%
CCS
385
Concentric Capital Strategies
Connecticut
$13.6M +$10.4M +29,174 +324%
EFIC
386
Eliot Finkel Investment Counsel
California
$13.6M -$191K -535 -1%
SWP
387
Stratos Wealth Partners
Ohio
$13.6M +$1.67M +4,684 +14%
TPCM
388
Two Point Capital Management
New York
$13.6M +$13.6M +38,069 New
SIA
389
Sit Investment Associates
Minnesota
$13.6M -$1.88M -5,275 -12%
ASN
390
Advisory Services Network
Georgia
$13.6M -$295K -768 -2%
IC
391
IEQ Capital
California
$13.6M -$1.25M -3,507 -8%
RP
392
Rice Partnership
Hawaii
$13.5M -$203K -569 -1%
BRWA
393
B. Riley Wealth Advisors
Florida
$13.3M +$13.3M +37,320 New
FFBTD
394
First Financial Bank - Trust Division
Ohio
$13.3M -$103K -289 -0.8%
AIM
395
Avity Investment Management
Connecticut
$13.3M +$12.9M +36,254 +3,537%
NA
396
Nordwand Advisors
Pennsylvania
$13.2M +$13.2M +37,029 New
RCM
397
RNC Capital Management
California
$13.2M -$32.5K -91 -0.2%
OL
398
one8zero8 LLC
North Carolina
$13.2M -$630K -1,765 -5%
Brown Advisory
399
Brown Advisory
Maryland
$13.1M +$78.5K +220 +0.6%
FMI
400
F/M Investments
District of Columbia
$13.1M +$348K +975 +3%