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 %
PCM
801
Polymer Capital Management
New York
$2.41M -$49.2K -181 -2%
DWG
802
Darden Wealth Group
Michigan
$2.4M -$374K -1,376 -13%
DI
803
DAGCO Inc
Ohio
$2.39M -$101K -372 -4%
ECM
804
Eisler Capital Management
United Kingdom
$2.39M +$2.31M +8,497 +2,910%
RC
805
Roundview Capital
New Jersey
$2.37M -$746K -2,746 -24%
MGIA
806
Moneta Group Investment Advisors
Missouri
$2.37M -$17.4K -64 -0.7%
LHC
807
Little House Capital
Massachusetts
$2.37M +$2.37M +8,719 New
IWC
808
Integrated Wealth Concepts
Massachusetts
$2.37M -$147K -540 -6%
LFP
809
Leeward Financial Partners
Washington
$2.37M -$2.64M -9,720 -53%
SIC
810
Salem Investment Counselors
North Carolina
$2.35M +$10.9K +40 +0.5%
PMWMG
811
Parr McKnight Wealth Management Group
Minnesota
$2.35M +$47.6K +175 +2%
BFA
812
Bill Few Associates
Pennsylvania
$2.35M +$23.1K +85 +1%
NWM
813
Northwest Wealth Management
Iowa
$2.34M +$189K +695 +9%
QC
814
Quaero Capital
Switzerland
$2.34M -$405K -1,489 -15%
PTC
815
Private Trust Company
Ohio
$2.33M +$169K +620 +8%
LA
816
LM Advisors
California
$2.33M +$1.61M +5,917 +223%
RPC
817
Rossmore Private Capital
Connecticut
$2.33M +$1.63M +6,011 +236%
TAM
818
Tocqueville Asset Management
New York
$2.29M +$641K +2,359 +39%
PS
819
Principal Securities
Iowa
$2.28M +$3.32K +10 +0.1%
STAS
820
Strong Tower Advisory Services
Minnesota
$2.27M +$350K +1,385 +18%
WSCM
821
Wellington Shields Capital Management
New York
$2.26M -$39.1K -144 -2%
FG
822
Fiduciary Group
Georgia
$2.25M -$3.53K -13 -0.2%
GVAG
823
Great Valley Advisor Group
Delaware
$2.24M -$115K -424 -5%
SCI
824
S&CO Inc
Massachusetts
$2.24M -$4.35K -16 -0.2%
CSIC
825
Clifford Swan Investment Counsel
California
$2.24M +$1.36K +5 +0.1%