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 %
PP
826
Patten & Patten
Tennessee
$2.83M
IWM
827
IHT Wealth Management
Illinois
$2.83M -$59.3K -166 -2%
DT
828
Diversified Trust
Tennessee
$2.82M -$823K -2,304 -23%
EWM
829
Empirical Wealth Management
Washington
$2.82M +$598K +1,676 +27%
HWAM
830
Hennion & Walsh Asset Management
New Jersey
$2.81M -$30K -84 -1%
SF
831
Summit Financial
New Jersey
$2.8M -$670K -1,876 -19%
HA
832
Herold Advisors
New York
$2.78M -$29.6K -83 -1%
CAL
833
Capital Analysts LLC
Pennsylvania
$2.76M -$11.4K -32 -0.4%
MMA
834
Miracle Mile Advisors
California
$2.74M +$342K +958 +14%
FRA
835
Front Row Advisors
California
$2.73M +$2.86K +8 +0.1%
SAM
836
Smartleaf Asset Management
Massachusetts
$2.72M +$271K +766 +11%
WA
837
Wealth Alliance
New York
$2.71M +$45.7K +128 +2%
MFS
838
Mattson Financial Services
Michigan
$2.69M +$176K +492 +7%
LWP
839
LMG Wealth Partners
Louisiana
$2.69M -$601K -1,684 -18%
FRA
840
Frank Rimerman Advisors
California
$2.68M +$1.7M +4,763 +173%
DAS
841
DMKC Advisory Services
Iowa
$2.67M +$2.67M +7,024 New
SIC
842
Samalin Investment Counsel
New York
$2.67M
VWM
843
Vivid Wealth Management
Iowa
$2.66M +$42.8K +120 +2%
TCWA
844
Turtle Creek Wealth Advisors
Texas
$2.65M +$2.65M +7,436 New
CPA
845
Capital Planning Advisors
California
$2.65M +$503K +1,409 +23%
IFWM
846
Institute for Wealth Management
Colorado
$2.65M +$5.36K +15 +0.2%
CAMG
847
CWA Asset Management Group
Florida
$2.64M +$163K +457 +7%
QC
848
Quaero Capital
Switzerland
$2.64M -$430K -1,205 -14%
HP
849
Hilltop Partners
Indiana
$2.64M +$1.43K +4 +0.1%
KCM
850
Kornitzer Capital Management
Kansas
$2.64M +$17.8K +50 +0.7%