2,299 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, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
CRWM
751
Castle Rock Wealth Management
California
$3.48M
SIA
752
Soltis Investment Advisors
Utah
$3.44M
VVP
753
Venture Visionary Partners
Ohio
$3.43M
LB
754
Legacy Bridge
Iowa
$3.42M
PTC
755
Private Trust Company
Ohio
$3.41M
CA
756
Continuum Advisory
Idaho
$3.41M
PWS
757
Peterson Wealth Services
Utah
$3.41M
MA
758
Mutual Advisors
Nebraska
$3.4M
OWP
759
Obermeyer Wealth Partners
Colorado
$3.4M
HBT
760
Hills Bank & Trust
Iowa
$3.39M
SIC
761
Sigma Investment Counselors
Michigan
$3.37M
LHC
762
Little House Capital
Massachusetts
$3.37M
SEIA
763
Signature Estate & Investment Advisors
California
$3.35M
CFIA
764
Cantor Fitzgerald Investment Advisors
New York
$3.34M
DWM
765
Dakota Wealth Management
Florida
$3.3M
SP
766
SWS Partners
Ohio
$3.29M
WP
767
WealthShield Partners
North Carolina
$3.27M
BGC
768
Beutel, Goodman & Co
Ontario, Canada
$3.27M
GVAG
769
Great Valley Advisor Group
Delaware
$3.26M
CC
770
Cypress Capital
Tennessee
$3.26M
WANY
771
Wealthspire Advisors (New York)
New York
$3.26M
USCWA
772
U.S. Capital Wealth Advisors
Texas
$3.24M
DAS
773
Dynamic Advisor Solutions
Arizona
$3.24M
KM
774
KP Management
Minnesota
$3.21M
HWM
775
Hohimer Wealth Management
Washington
$3.21M