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 %
OSNBOA
726
Old Second National Bank of Aurora
Illinois
$2.96M -$758K -2,790 -20%
ISWM
727
Independent Solutions Wealth Management
New York
$2.92M +$1.63K +6 +0.1%
OWP
728
Obermeyer Wealth Partners
Colorado
$2.91M +$335K +1,234 +13%
CCM
729
Coldstream Capital Management
Washington
$2.9M +$46.2K +170 +2%
VFA
730
Valeo Financial Advisors
Indiana
$2.89M -$244K -897 -8%
FCP
731
Fidelis Capital Partners
Florida
$2.87M +$481K +1,667 +20%
CWMK
732
Caliber Wealth Management (Kansas)
Kansas
$2.87M +$2.87M +10,554 New
BEAM
733
Baker Ellis Asset Management
Washington
$2.87M +$2.87M +10,545 New
BTI
734
Blue Trust Inc
Georgia
$2.83M +$104K +383 +4%
TFA
735
Teamwork Financial Advisors
Texas
$2.83M +$1.42M +5,216 +101%
CSP
736
Cary Street Partners
Virginia
$2.83M +$11.4K +42 +0.4%
SP
737
SWS Partners
Ohio
$2.82M +$82.4K +303 +3%
NL
738
NVWM LLC
Pennsylvania
$2.82M +$1.53M +5,626 +119%
FFA
739
Farther Finance Advisors
California
$2.82M +$727K +2,626 +35%
SFI
740
Siemens Fonds Invest
Germany
$2.82M +$48.4K +178 +2%
TSMHT
741
Thurston Springer Miller Herd & Titak
Indiana
$2.81M +$435K +1,601 +18%
GFM
742
GF Fund Management
China
$2.81M -$2.45M -9,010 -47%
CB
743
Cadence Bank
Mississippi
$2.8M -$70.7K -260 -2%
BGC
744
Beutel, Goodman & Co
Ontario, Canada
$2.79M +$2.79M +10,257 New
PHS
745
Pekin Hardy Strauss
Illinois
$2.78M -$77.5K -285 -3%
DT
746
Diversified Trust
Tennessee
$2.77M -$210K -774 -7%
FNA
747
First National Advisers
Nebraska
$2.77M -$53.5K -197 -2%
CWS
748
Confluence Wealth Services
Pennsylvania
$2.77M -$135K -491 -5%
CCG
749
Cypress Capital Group
Florida
$2.75M +$6.8K +25 +0.2%
WS
750
Wedbush Securities
California
$2.75M -$86.2K -317 -3%