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 %
GT
526
Glenview Trust
Kentucky
$7.05M +$1.96M +5,481 +38%
TPA
527
Trivium Point Advisory
Connecticut
$7.05M +$1.21M +3,392 +21%
PCM
528
Pinnbrook Capital Management
New York
$7.04M +$7.04M +19,707 New
ATC
529
Argent Trust Co
Tennessee
$7M +$395K +1,107 +6%
SWP
530
Sagespring Wealth Partners
Tennessee
$7M +$197K +551 +3%
TCA
531
Trifecta Capital Advisors
Illinois
$6.93M +$575K +1,610 +9%
RBA
532
Richard Bernstein Advisors
New York
$6.92M
HI
533
Horizon Investments
North Carolina
$6.92M +$2.31M +6,499 +50%
BWG
534
Berry Wealth Group
Texas
$6.91M +$50K +140 +0.7%
CIA
535
Concurrent Investment Advisors
Florida
$6.88M +$683K +1,912 +11%
MAM
536
Mystic Asset Management
Rhode Island
$6.88M +$105K +293 +2%
BFG
537
Bleakley Financial Group
New Jersey
$6.81M +$2.1M +5,875 +45%
MSRPS
538
Maryland State Retirement & Pension System
Maryland
$6.8M +$212K +594 +3%
BPC
539
Bearing Point Capital
Minnesota
$6.79M +$3.5M +9,798 +106%
SAM
540
Synergy Asset Management
Washington
$6.78M -$1.96M -5,499 -22%
SA
541
Strategic Advisors
New York
$6.77M +$358K +1,004 +6%
BCM
542
Brookstone Capital Management
Illinois
$6.73M +$1.66M +4,638 +33%
VAS
543
Vestmark Advisory Solutions
Massachusetts
$6.7M -$5.74M -16,076 -46%
DA
544
Dillon & Associates
Michigan
$6.68M +$2.44M +6,845 +58%
SIC
545
Schwartz Investment Counsel
Michigan
$6.67M
CFO
546
Callan Family Office
Pennsylvania
$6.66M +$4.11M +11,502 +161%
YIA
547
YHB Investment Advisors
Connecticut
$6.65M +$282K +791 +4%
AWM
548
AE Wealth Management
Kansas
$6.63M -$9.26M -25,930 -58%
GPFA
549
Game Plan Financial Advisors
Ohio
$6.61M -$320K -895 -5%
NMERB
550
New Mexico Educational Retirement Board
New Mexico
$6.59M