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 %
DWG
801
Darden Wealth Group
Michigan
$3.07M -$82.1K -230 -3%
CAM
802
Cypress Asset Management
Texas
$3.07M +$365K +1,022 +13%
IWC
803
Integrated Wealth Concepts
Massachusetts
$3.06M -$49.6K -139 -2%
RC
804
Roundview Capital
New Jersey
$3.05M -$70.7K -198 -2%
NI
805
Natural Investments
California
$3.04M -$459K -1,287 -13%
HWMO
806
Heritage Wealth Management (Ohio)
Ohio
$3.01M -$321K -898 -10%
VF
807
Vest Financial
Virginia
$3.01M +$881K +2,468 +41%
CA
808
CoreCap Advisors
Michigan
$2.99M +$169K +473 +6%
WSCM
809
Wellington Shields Capital Management
New York
$2.97M
AWS
810
Atria Wealth Solutions
New York
$2.97M -$2.02M -5,641 -40%
SMC
811
Smith, Moore & Co
Missouri
$2.97M +$77.8K +218 +3%
JIC
812
Johnson Investment Counsel
Ohio
$2.96M +$127K +356 +4%
BONH
813
Bank of New Hampshire
New Hampshire
$2.96M +$268K +750 +10%
FG
814
Fiduciary Group
Georgia
$2.95M -$6.43K -18 -0.2%
OPTFSNA
815
Old Point Trust & Financial Services N A
Virginia
$2.95M +$125K +350 +4%
IUHSA
816
Itau Unibanco Holding S.A.
Brazil
$2.94M -$2.8M -7,838 -49%
JCM
817
Jacobi Capital Management
Pennsylvania
$2.94M +$213K +597 +8%
WAP
818
Wealthcare Advisory Partners
Pennsylvania
$2.93M +$863K +2,417 +42%
EWM
819
Elevatus Welath Management
New York
$2.9M +$2.9M +8,135 New
SFO
820
Stokes Family Office
Louisiana
$2.89M +$2.86K +8 +0.1%
CSIC
821
Clifford Swan Investment Counsel
California
$2.87M -$66.8K -187 -2%
LIP
822
Lighthouse Investment Partners
Florida
$2.86M +$2.86M +8,000 New
NSIM
823
North Star Investment Management
Illinois
$2.85M -$1.36M -3,800 -32%
CNBT
824
Canandaigua National Bank & Trust
New York
$2.85M -$84.6K -237 -3%
VI
825
Vestcor Inc
New Brunswick, Canada
$2.84M +$203K +570 +8%