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 %
DA
651
Dover Advisors
Virginia
$3.68M +$492K +1,811 +15%
MWM
652
Mission Wealth Management
California
$3.67M +$2.31M +8,500 +169%
CCM
653
Cullen Capital Management
New York
$3.64M -$211K -776 -5%
SSA
654
South Street Advisors
New York
$3.64M -$182K -670 -5%
BCV
655
Banque Cantonale Vaudoise
Switzerland
$3.62M +$3.62M +13,305 New
NB
656
NBT Bank
New York
$3.6M +$405K +1,491 +13%
GI
657
GAMMA Investing
California
$3.59M +$26.1K +96 +0.7%
BFG
658
Bleakley Financial Group
New Jersey
$3.59M +$72K +265 +2%
SPC
659
Sigma Planning Corp
Michigan
$3.58M +$335K +1,232 +10%
PGA
660
Portland Global Advisors
Maine
$3.58M +$94.3K +347 +3%
PIWA
661
Prevail Innovative Wealth Advisors
Kansas
$3.55M +$3.55M +13,047 New
HIC
662
Holderness Investments Company
North Carolina
$3.54M +$26.6K +98 +0.8%
MIM
663
Marco Investment Management
Georgia
$3.54M +$1.17M +4,294 +49%
FWP
664
FAS Wealth Partners
Kansas
$3.51M +$204K +751 +6%
TCA
665
Transcend Capital Advisors
New Jersey
$3.51M +$155K +572 +5%
HI
666
Horizon Investments
North Carolina
$3.5M -$898K -3,316 -20%
TC
667
TownSquare Capital
Utah
$3.49M +$1.86M +6,837 +114%
SIC
668
SFE Investment Counsel
California
$3.46M +$949K +3,490 +38%
JWCA
669
J.W. Coons Advisors
Ohio
$3.45M -$16.3K -60 -0.5%
KWA
670
Kingswood Wealth Advisors
California
$3.45M -$173K -636 -5%
SLI
671
Sumitomo Life Insurance
Japan
$3.44M -$35.1K -129 -1%
LMIM
672
Lockheed Martin Investment Management
Maryland
$3.43M +$3.43M +12,600 New
PWA
673
Phoenix Wealth Advisors
North Carolina
$3.41M -$82.1K -302 -2%
HF
674
HRT Financial
New York
$3.41M -$14.6M -53,723 -81%
KM
675
KP Management
Minnesota
$3.4M