2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.37%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
376
First Citizens Bank & Trust
North Carolina
$11.1M -$2.57M -9,450 -19%
OAM
377
Oppenheimer Asset Management
New York
$11.1M -$1.62M -5,971 -13%
FDP
378
Financiere des Professionnels
Quebec, Canada
$11M -$136K -501 -1%
AAM
379
Advisors Asset Management
Colorado
$11M +$514K +1,890 +5%
JMFC
380
J.M. Forbes & Co
Massachusetts
$10.7M +$295K +1,085 +3%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$10.7M +$2.61M +9,615 +32%
MTC
382
McDaniel Terry & Co
Texas
$10.6M +$10.6M +39,136 New
EWA
383
Exencial Wealth Advisors
Oklahoma
$10.6M +$46.8K +172 +0.4%
OL
384
one8zero8 LLC
North Carolina
$10.5M +$22.3K +82 +0.2%
EFIC
385
Eliot Finkel Investment Counsel
California
$10.5M -$140K -515 -1%
EI
386
Ethic Inc
New York
$10.5M +$352K +1,273 +3%
RP
387
Rice Partnership
Hawaii
$10.4M -$2.4M -8,833 -19%
PFS
388
Prospera Financial Services
Texas
$10.4M +$149K +548 +1%
Jones Financial Companies
389
Jones Financial Companies
Missouri
$10.4M +$2.84M +10,355 +38%
MP
390
McDonald Partners
Ohio
$10.4M -$220K -811 -2%
JFG
391
Jefferies Financial Group
New York
$10.4M +$8.55M +31,446 +474%
AssetMark Inc
392
AssetMark Inc
California
$10.3M +$1.25M +4,596 +14%
FFBTD
393
First Financial Bank - Trust Division
Ohio
$10.2M -$1.1M -4,053 -10%
DC
394
Davenport & Co
Virginia
$10.1M +$48.7K +179 +0.5%
RCM
395
RNC Capital Management
California
$10.1M -$201K -738 -2%
UAS
396
United Asset Strategies
New York
$9.95M +$9.95M +36,588 New
Brown Advisory
397
Brown Advisory
Maryland
$9.92M +$85.9K +316 +0.9%
IMRF
398
Illinois Municipal Retirement Fund
Illinois
$9.92M +$815K +2,997 +9%
RIM
399
Rakuten Investment Management
Japan
$9.9M +$9.9M +36,122 New
BFS
400
Bradley Foster & Sargent
Connecticut
$9.89M +$2.03M +7,485 +26%