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
HL
801
HeadInvest LLC
Maine
$3.09M
SCM
802
Sandler Capital Management
New York
$3.07M
AAF
803
Andra AP-fonden
Sweden
$3.07M
EFS
804
Essex Financial Services
Connecticut
$3.07M
DWG
805
Darden Wealth Group
Michigan
$3.07M
CAM
806
Cypress Asset Management
Texas
$3.07M
IWC
807
Integrated Wealth Concepts
Massachusetts
$3.06M
RC
808
Roundview Capital
New Jersey
$3.05M
NI
809
Natural Investments
California
$3.04M
HWMO
810
Heritage Wealth Management (Ohio)
Ohio
$3.01M
VF
811
Vest Financial
Virginia
$3.01M
CA
812
CoreCap Advisors
Michigan
$2.99M
WSCM
813
Wellington Shields Capital Management
New York
$2.97M
AWS
814
Atria Wealth Solutions
New York
$2.97M
SMC
815
Smith, Moore & Co
Missouri
$2.97M
JIC
816
Johnson Investment Counsel
Ohio
$2.96M
BONH
817
Bank of New Hampshire
New Hampshire
$2.96M
FG
818
Fiduciary Group
Georgia
$2.95M
OPTFSNA
819
Old Point Trust & Financial Services N A
Virginia
$2.95M
IUHSA
820
Itau Unibanco Holding S.A.
Brazil
$2.94M
JCM
821
Jacobi Capital Management
Pennsylvania
$2.94M
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$2.93M
EWM
823
Elevatus Welath Management
New York
$2.9M
SFO
824
Stokes Family Office
Louisiana
$2.89M
CSIC
825
Clifford Swan Investment Counsel
California
$2.87M