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
PHIMC
751
Private Harbour Investment Management & Counsel
Ohio
$3.56M
RPCONE
752
Retirement Planning Company of New England
Rhode Island
$3.5M
PCM
753
Parsons Capital Management
Rhode Island
$3.49M
GFM
754
GF Fund Management
China
$3.49M
STAS
755
Strong Tower Advisory Services
Minnesota
$3.49M
BP
756
Ballentine Partners
Massachusetts
$3.48M
CRWM
757
Castle Rock Wealth Management
California
$3.48M
SIA
758
Soltis Investment Advisors
Utah
$3.44M
VVP
759
Venture Visionary Partners
Ohio
$3.43M
LB
760
Legacy Bridge
Iowa
$3.42M
PTC
761
Private Trust Company
Ohio
$3.41M
CA
762
Continuum Advisory
Idaho
$3.41M
PWS
763
Peterson Wealth Services
Utah
$3.41M
MA
764
Mutual Advisors
Nebraska
$3.4M
OWP
765
Obermeyer Wealth Partners
Colorado
$3.4M
HBT
766
Hills Bank & Trust
Iowa
$3.39M
SIC
767
Sigma Investment Counselors
Michigan
$3.37M
LHC
768
Little House Capital
Massachusetts
$3.37M
SEIA
769
Signature Estate & Investment Advisors
California
$3.35M
CFIA
770
Cantor Fitzgerald Investment Advisors
New York
$3.34M
DWM
771
Dakota Wealth Management
Florida
$3.3M
SP
772
SWS Partners
Ohio
$3.29M
WP
773
WealthShield Partners
North Carolina
$3.27M
BGC
774
Beutel, Goodman & Co
Ontario, Canada
$3.27M
GVAG
775
Great Valley Advisor Group
Delaware
$3.26M