2,311 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 289 funds opening new positions, 938 increasing their positions, 766 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.1B
Puts
$1.41B
Net Calls
Net Calls Change

Top Buyers

1 +$693M
2 +$463M
3 +$292M
4
Goldman Sachs
Goldman Sachs
New York
+$273M
5
Morgan Stanley
Morgan Stanley
New York
+$271M

Top Sellers

1 -$513M
2 -$317M
3 -$292M
4
UBS Group
UBS Group
Switzerland
-$247M
5
Jane Street
Jane Street
New York
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Scissortail Wealth Management
Oklahoma
$5.7M
MGP
602
Metis Global Partners
California
$5.7M
WC
603
Westerkirk Capital
$5.68M
SSWM
604
Smith Salley Wealth Management
North Carolina
$5.66M
MCB
605
Morton Community Bank
Illinois
$5.66M
CFCI
606
Comprehensive Financial Consultants Institutional
Indiana
$5.62M
IAN
607
Integrated Advisors Network
Texas
$5.59M
JGCM
608
Joseph Group Capital Management
Ohio
$5.57M
CTC
609
Central Trust Company
Missouri
$5.55M
WFMPM
610
Woodley Farra Manion Portfolio Management
Indiana
$5.55M
TCM
611
Twin Capital Management
Pennsylvania
$5.51M
CNFG
612
Creegan & Nassoura Financial Group
New Hampshire
$5.48M
BDLIB
613
Banque de Luxembourg Investments (BLI)
Luxembourg
$5.45M
CAG
614
Crestwood Advisors Group
Massachusetts
$5.41M
BHWM
615
Bar Harbor Wealth Management
New Hampshire
$5.41M
LCS
616
Levin Capital Strategies
New York
$5.41M
RSC
617
Red Spruce Capital
Pennsylvania
$5.4M
CGH
618
Crossmark Global Holdings
Texas
$5.4M
NEI
619
Northwest & Ethical Investments
Ontario, Canada
$5.36M
BIP
620
Bouvel Investment Partners
Pennsylvania
$5.35M
HCM
621
Howland Capital Management
Massachusetts
$5.35M
BDS
622
Banco de Sabadell
Florida
$5.34M
MAS
623
Meeder Advisory Services
Ohio
$5.33M
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$5.33M
PIM
625
Plato Investment Management
Australia
$5.27M