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 %
PTC
751
Private Trust Company
Ohio
$3.41M +$350K +980 +11%
CA
752
Continuum Advisory
Idaho
$3.41M -$137K -383 -4%
PWS
753
Peterson Wealth Services
Utah
$3.41M +$80.3K +225 +2%
MA
754
Mutual Advisors
Nebraska
$3.4M -$219K -558 -6%
OWP
755
Obermeyer Wealth Partners
Colorado
$3.4M -$423K -1,184 -11%
HBT
756
Hills Bank & Trust
Iowa
$3.39M +$27.1K +76 +0.8%
SIC
757
Sigma Investment Counselors
Michigan
$3.37M +$202K +567 +6%
LHC
758
Little House Capital
Massachusetts
$3.37M +$255K +714 +8%
SEIA
759
Signature Estate & Investment Advisors
California
$3.35M +$29.3K +82 +0.9%
CFIA
760
Cantor Fitzgerald Investment Advisors
New York
$3.34M -$8.93K -25 -0.3%
DWM
761
Dakota Wealth Management
Florida
$3.3M -$166K -465 -5%
SP
762
SWS Partners
Ohio
$3.29M -$407K -1,140 -11%
WP
763
WealthShield Partners
North Carolina
$3.27M +$56.8K +159 +2%
BGC
764
Beutel, Goodman & Co
Ontario, Canada
$3.27M -$394K -1,104 -11%
GVAG
765
Great Valley Advisor Group
Delaware
$3.26M +$312K +875 +11%
CC
766
Cypress Capital
Tennessee
$3.26M +$43.2K +121 +1%
WANY
767
Wealthspire Advisors (New York)
New York
$3.26M +$629K +1,761 +24%
USCWA
768
U.S. Capital Wealth Advisors
Texas
$3.24M -$19.1M -53,477 -85%
DAS
769
Dynamic Advisor Solutions
Arizona
$3.24M -$57.1K -160 -2%
KM
770
KP Management
Minnesota
$3.21M -$1.25M -3,500 -28%
HWM
771
Hohimer Wealth Management
Washington
$3.21M +$2.07M +5,796 +181%
SCI
772
S&CO Inc
Massachusetts
$3.21M +$271K +759 +9%
BDL
773
Bey-Douglas LLC
Georgia
$3.2M +$878K +2,459 +38%
MWM
774
MGB Wealth Management
Texas
$3.2M -$238K -668 -7%
BC
775
Burney Company
Virginia
$3.2M +$509K +1,426 +19%