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
SIC
651
SFE Investment Counsel
California
$4.78M
EAM
652
EFG Asset Management
Oregon
$4.78M
STA
653
Summit Trail Advisors
New York
$4.78M
PIWA
654
Prevail Innovative Wealth Advisors
Kansas
$4.76M
TNBTD
655
Trustmark National Bank Trust Department
Mississippi
$4.74M
DA
656
Dover Advisors
Virginia
$4.73M
MWM
657
Mission Wealth Management
California
$4.73M
HIC
658
Hartline Investment Corp
Illinois
$4.71M
PGA
659
Portland Global Advisors
Maine
$4.7M
BIM
660
Baldwin Investment Management
Pennsylvania
$4.7M
SPC
661
Sigma Planning Corp
Michigan
$4.69M
S
662
SignatureFD
Georgia
$4.66M
RWP
663
RWA Wealth Partners
Massachusetts
$4.66M
CCM
664
Cullen Capital Management
New York
$4.66M
BHA
665
Beech Hill Advisors
New York
$4.65M
MIM
666
Marco Investment Management
Georgia
$4.65M
TMAM
667
Tokio Marine Asset Management
Japan
$4.64M
PAS
668
Park Avenue Securities
New York
$4.63M
HIC
669
Holderness Investments Company
North Carolina
$4.62M
ACA
670
Anchor Capital Advisors
Massachusetts
$4.62M
NAS
671
Nicolet Advisory Services
Wisconsin
$4.6M
NB
672
NBT Bank
New York
$4.55M
WA
673
Waverly Advisors
Alabama
$4.53M
FFA
674
Farther Finance Advisors
California
$4.52M
BTI
675
Blue Trust Inc
Georgia
$4.46M