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 %
SCA
426
Stonebridge Capital Advisors
Minnesota
$8.65M +$4.69M +17,244 +118%
RWA
427
River Wealth Advisors
Pennsylvania
$8.64M +$294K +1,083 +4%
MSU
428
Mizuho Securities USA
New York
$8.6M -$1.58M -5,812 -16%
CGPCS
429
Capital Group Private Client Services
California
$8.5M +$8.5M +31,267 New
LCM
430
Logan Capital Management
Pennsylvania
$8.48M +$1.81M +6,660 +27%
AWM
431
Apollon Wealth Management
South Carolina
$8.44M +$3.76M +13,819 +80%
PAM
432
Pegasus Asset Management
New York
$8.44M +$84K +309 +1%
HH
433
Hilltop Holdings
Texas
$8.39M +$1.61M +5,925 +24%
GIM
434
Generate Investment Management
New Zealand
$8.35M -$2.03M -7,482 -20%
Hudson Bay Capital Management
435
Hudson Bay Capital Management
Connecticut
$8.33M -$18.9M -69,372 -69%
MGWM
436
Marks Group Wealth Management
Minnesota
$8.32M +$621K +2,286 +8%
Rafferty Asset Management
437
Rafferty Asset Management
New York
$8.31M -$1.9M -7,007 -19%
EWA
438
EP Wealth Advisors
California
$8.31M -$69.9K -257 -0.8%
MFG
439
Merit Financial Group
Georgia
$8.29M +$172K +631 +2%
ACM
440
Arosa Capital Management
Florida
$8.26M -$435K -1,600 -5%
GI
441
GLOBALT Investments
Georgia
$8.25M -$61.4K -226 -0.7%
SCA
442
Snowden Capital Advisors
New York
$8.24M +$46.5K +171 +0.6%
Verition Fund Management
443
Verition Fund Management
Connecticut
$8.24M -$17.8M -65,531 -68%
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$8.23M -$3.65M -13,448 -31%
PCTC
445
Perkins Coie Trust Company
Washington
$8.17M -$99.2K -365 -1%
DJSG
446
D.J. St. Germain
Massachusetts
$8.16M -$14.4K -53 -0.2%
HPIA
447
Hamilton Point Investment Advisors
North Carolina
$8.11M +$16.9K +62 +0.2%
UE
448
Unisphere Establishment
Liechtenstein
$8.07M +$2.64M +9,700 +49%
SCM
449
Sirios Capital Management
Massachusetts
$8.04M +$422K +1,554 +6%
WAS
450
WESPAC Advisors SoCal
California
$8.01M +$1.86M +6,859 +30%