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 %
ACM
451
Altrius Capital Management
North Carolina
$7.99M +$2.05M +7,535 +34%
CAM
452
Carret Asset Management
New York
$7.95M +$60.9K +224 +0.8%
FCH
453
Freestone Capital Holdings
Washington
$7.94M -$7.07K -26 -0.1%
Wellington Management Group
454
Wellington Management Group
Massachusetts
$7.94M +$680K +2,501 +9%
QIM
455
Quest Investment Management
Oregon
$7.92M +$2.11M +7,745 +36%
Susquehanna International Group
456
Susquehanna International Group
Pennsylvania
$7.87M -$83.6M -307,699 -91%
FTWA
457
Fifth Third Wealth Advisors
Ohio
$7.84M +$595K +2,189 +8%
FT
458
Fiduciary Trust
Massachusetts
$7.75M +$500K +1,838 +7%
BIM
459
Bridges Investment Management
Nebraska
$7.68M -$59.3K -218 -0.8%
CFSG
460
Community Financial Services Group
Vermont
$7.65M +$627K +2,308 +9%
WAM
461
Winslow Asset Management
Ohio
$7.61M -$207K -761 -3%
AAS
462
Annex Advisory Services
Wisconsin
$7.56M -$114K -418 -1%
HIP
463
Harrell Investment Partners
Texas
$7.52M -$888K -3,266 -11%
FA
464
Fiduciary Alliance
South Carolina
$7.48M -$576K -2,120 -7%
AUB
465
Atlantic Union Bankshares
Virginia
$7.47M -$345K -1,269 -4%
MWA
466
Meridian Wealth Advisors
Texas
$7.39M +$46.5K +171 +0.6%
RG
467
Rathbones Group
United Kingdom
$7.39M -$722K -2,657 -9%
JWM
468
Jackson Wealth Management
Florida
$7.38M -$86.7K -319 -1%
MIP
469
Marietta Investment Partners
Wisconsin
$7.37M -$107K -394 -1%
CNBTD
470
Citizens National Bank Trust Department
Mississippi
$7.33M -$2.72K -10 -0%
KRS
471
Kentucky Retirement Systems
Kentucky
$7.33M -$110K -405 -1%
AIMC
472
Alley Investment Management Company
Illinois
$7.22M +$7.22M +26,552 New
CA
473
Cornerstone Advisors
North Carolina
$7.2M +$2.23M +8,200 +45%
BCM
474
BTC Capital Management
Iowa
$7.2M +$93.5K +344 +1%
CAM
475
Cresset Asset Management
Illinois
$7.19M +$290K +1,068 +4%