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 %
DA
676
Doliver Advisors
Texas
$4.39M +$497K +1,391 +13%
KWA
677
Kingswood Wealth Advisors
California
$4.37M -$163K -458 -4%
SSA
678
South Street Advisors
New York
$4.36M -$419K -1,175 -9%
PA
679
PFG Advisors
Arizona
$4.36M +$826K +2,313 +23%
GCM
680
Graham Capital Management
Connecticut
$4.36M +$4.36M +12,200 New
SLI
681
Sumitomo Life Insurance
Japan
$4.34M -$177K -495 -4%
QCG
682
Quadrant Capital Group
Ohio
$4.34M +$200K +561 +5%
TCA
683
Transcend Capital Advisors
New Jersey
$4.32M -$283K -794 -6%
PWA
684
Phoenix Wealth Advisors
North Carolina
$4.3M -$168K -470 -4%
CCM
685
Coldstream Capital Management
Washington
$4.3M +$491K +1,375 +13%
RF
686
Robbins Farley
New Hampshire
$4.28M +$161K +450 +4%
PT
687
Plimoth Trust
Massachusetts
$4.28M +$140K +393 +3%
TRIA
688
Trail Ridge Investment Advisors
Colorado
$4.27M -$25.8K -67 -0.6%
JC
689
JB Capital
Connecticut
$4.25M +$202K +565 +5%
BB
690
Busey Bank
Illinois
$4.23M -$1.07K -3 -0%
ERIC
691
Eagle Rock Investment Company
Georgia
$4.23M +$2.49M +6,974 +143%
BFA
692
Bright Financial Advisors
Michigan
$4.22M -$35K -98 -0.8%
CWI
693
Conscious Wealth Investments
Florida
$4.21M +$4.21M +10,804 New
MCM
694
Mill Capital Management
North Carolina
$4.21M
OFG
695
Oxford Financial Group
Indiana
$4.21M -$13.9K -39 -0.3%
JWCA
696
J.W. Coons Advisors
Ohio
$4.17M -$361K -1,010 -8%
1WA
697
180 Wealth Advisors
Washington
$4.17M +$139K +388 +3%
SC
698
Searle & Co
Connecticut
$4.17M
CWMK
699
Caliber Wealth Management (Kansas)
Kansas
$4.13M +$365K +1,023 +10%
BEAM
700
Baker Ellis Asset Management
Washington
$4.13M +$362K +1,015 +10%