2,299 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, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
MWM
651
Mission Wealth Management
California
$4.73M
HIC
652
Hartline Investment Corp
Illinois
$4.71M
PGA
653
Portland Global Advisors
Maine
$4.7M
BIM
654
Baldwin Investment Management
Pennsylvania
$4.7M
SPC
655
Sigma Planning Corp
Michigan
$4.69M
S
656
SignatureFD
Georgia
$4.66M
RWP
657
RWA Wealth Partners
Massachusetts
$4.66M
CCM
658
Cullen Capital Management
New York
$4.66M
BHA
659
Beech Hill Advisors
New York
$4.65M
MIM
660
Marco Investment Management
Georgia
$4.65M
TMAM
661
Tokio Marine Asset Management
Japan
$4.64M
PAS
662
Park Avenue Securities
New York
$4.63M
HIC
663
Holderness Investments Company
North Carolina
$4.62M
ACA
664
Anchor Capital Advisors
Massachusetts
$4.62M
NAS
665
Nicolet Advisory Services
Wisconsin
$4.6M
NB
666
NBT Bank
New York
$4.55M
WA
667
Waverly Advisors
Alabama
$4.53M
FFA
668
Farther Finance Advisors
California
$4.52M
BTI
669
Blue Trust Inc
Georgia
$4.46M
NAAA
670
New Age Alpha Advisors
New York
$4.46M
LTI
671
Laffer Tengler Investments
Tennessee
$4.46M
BWM
672
BNC Wealth Management
Oregon
$4.45M
KHLMTHM
673
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.45M
RA
674
Ransom Advisory
Rhode Island
$4.44M
LA
675
Lifeworks Advisors
Michigan
$4.43M