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 %
SW
426
SVB Wealth
Massachusetts
$11.1M -$4.11M -11,508 -27%
LSA
427
L & S Advisors
California
$11.1M +$2.37M +6,642 +27%
MAP
428
Managed Asset Portfolios
Michigan
$11.1M +$11.1M +31,073 New
MP
429
Munro Partners
Australia
$11.1M +$11.1M +30,967 New
SIC
430
Salem Investment Counselors
North Carolina
$11M +$7.86M +22,028 +254%
EWA
431
EP Wealth Advisors
California
$10.9M -$10K -28 -0.1%
CGPCS
432
Capital Group Private Client Services
California
$10.9M -$277K -776 -2%
DJSG
433
D.J. St. Germain
Massachusetts
$10.9M +$165K +462 +2%
Luther King Capital Management (LKCM)
434
Luther King Capital Management (LKCM)
Texas
$10.9M +$9.77M +27,357 +889%
SCA
435
Snowden Capital Advisors
New York
$10.9M +$41.1K +115 +0.4%
FTWA
436
Fifth Third Wealth Advisors
Ohio
$10.7M +$441K +1,236 +4%
HIP
437
Harrell Investment Partners
Texas
$10.7M +$814K +2,281 +8%
MYAM
438
Meiji Yasuda Asset Management
Japan
$10.6M -$1.62M -4,547 -13%
LCM
439
Logan Capital Management
Pennsylvania
$10.6M -$524K -1,469 -5%
FA
440
Fiduciary Alliance
South Carolina
$10.6M +$783K +2,194 +8%
PPW
441
Parcion Private Wealth
Washington
$10.6M +$9.49M +26,597 +877%
HPIA
442
Hamilton Point Investment Advisors
North Carolina
$10.5M -$147K -412 -1%
ACM
443
Altrius Capital Management
North Carolina
$10.5M -$40.3K -113 -0.4%
SCM
444
Sirios Capital Management
Massachusetts
$10.4M -$141K -395 -1%
FT
445
Fiduciary Trust
Massachusetts
$10.4M +$205K +574 +2%
EN1L
446
Engine No 1 LLC
California
$10.4M +$3.07M +8,600 +42%
GI
447
GLOBALT Investments
Georgia
$10.3M -$497K -1,392 -5%
MGWM
448
Marks Group Wealth Management
Minnesota
$10.3M -$615K -1,724 -6%
CAM
449
Carret Asset Management
New York
$10.2M -$222K -623 -2%
CFSG
450
Community Financial Services Group
Vermont
$10.2M +$140K +392 +1%