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
BFA
701
Bright Financial Advisors
Michigan
$4.22M
CWI
702
Conscious Wealth Investments
Florida
$4.21M
MCM
703
Mill Capital Management
North Carolina
$4.21M
OFG
704
Oxford Financial Group
Indiana
$4.21M
SQA
705
Simon Quick Advisors
New Jersey
$4.19M
JWCA
706
J.W. Coons Advisors
Ohio
$4.17M
1WA
707
180 Wealth Advisors
Washington
$4.17M
SC
708
Searle & Co
Connecticut
$4.17M
CWMK
709
Caliber Wealth Management (Kansas)
Kansas
$4.13M
BEAM
710
Baker Ellis Asset Management
Washington
$4.13M
MOS
711
MGO One Seven
Ohio
$4.12M
PTCG
712
Pring Turner Capital Group
California
$4.12M
BC
713
Bowman & Company
Wisconsin
$4.07M
HAG
714
HighPoint Advisor Group
Illinois
$4.07M
JCM
715
Janney Capital Management
Pennsylvania
$4.05M
VFA
716
Valeo Financial Advisors
Indiana
$4.03M
LIM
717
Leavell Investment Management
Alabama
$4.02M
SFI
718
SPC Financial Inc
Maryland
$4.02M
GAM
719
Groupama Asset Management
France
$3.98M
SFI
720
Siemens Fonds Invest
Germany
$3.98M
PCM
721
Polymer Capital Management
New York
$3.93M
LAM
722
Lynch Asset Management
Pennsylvania
$3.93M
ISWM
723
Independent Solutions Wealth Management
New York
$3.87M
WS
724
Wedbush Securities
California
$3.86M
GDP
725
Great Diamond Partners
Maine
$3.86M