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 %
SQA
601
Simon Quick Advisors
New Jersey
$5.55M +$4.57M +12,809 +467%
WFMPM
602
Woodley Farra Manion Portfolio Management
Indiana
$5.55M -$176K -492 -3%
TCM
603
Twin Capital Management
Pennsylvania
$5.51M +$36.8K +103 +0.7%
CNFG
604
Creegan & Nassoura Financial Group
New Hampshire
$5.48M -$255K -715 -4%
BDLIB
605
Banque de Luxembourg Investments (BLI)
Luxembourg
$5.45M -$2.15M -6,100 -28%
CAG
606
Crestwood Advisors Group
Massachusetts
$5.41M +$31.1K +87 +0.6%
BHWM
607
Bar Harbor Wealth Management
New Hampshire
$5.41M -$7.14K -20 -0.1%
LCS
608
Levin Capital Strategies
New York
$5.41M -$1.08M -3,032 -17%
RSC
609
Red Spruce Capital
Pennsylvania
$5.4M -$37.5K -105 -0.7%
CGH
610
Crossmark Global Holdings
Texas
$5.4M -$131K -368 -2%
NEI
611
Northwest & Ethical Investments
Ontario, Canada
$5.36M
BIP
612
Bouvel Investment Partners
Pennsylvania
$5.35M +$114K +319 +2%
HCM
613
Howland Capital Management
Massachusetts
$5.35M -$144K -404 -3%
BDS
614
Banco de Sabadell
Florida
$5.34M +$7.85K +22 +0.1%
MAS
615
Meeder Advisory Services
Ohio
$5.33M +$165K +463 +3%
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$5.33M +$5.33M +14,931 New
PIM
617
Plato Investment Management
Australia
$5.27M +$27.7K +78 +0.5%
GH
618
GAM Holding
Switzerland
$5.26M +$1.06M +2,977 +25%
PG
619
Patten Group
Tennessee
$5.21M -$15.7K -44 -0.3%
IWA
620
Icon Wealth Advisors
Texas
$5.17M +$905K +2,536 +21%
MFS
621
Miller Financial Services
Michigan
$5.13M -$2.59M -7,250 -34%
PP
622
PDT Partners
New York
$5.12M -$2.69M -7,549 -34%
GRP
623
Global Retirement Partners
California
$5.08M +$5.08M +14,240 New
TAM
624
Tocqueville Asset Management
New York
$5.07M +$2.07M +5,800 +69%
TAI
625
Terra Alpha Investments
District of Columbia
$5.07M -$41.1K -115 -0.8%