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
LIP
826
Lighthouse Investment Partners
Florida
$2.86M
NSIM
827
North Star Investment Management
Illinois
$2.85M
CNBT
828
Canandaigua National Bank & Trust
New York
$2.85M
VI
829
Vestcor Inc
New Brunswick, Canada
$2.84M
PP
830
Patten & Patten
Tennessee
$2.83M
IWM
831
IHT Wealth Management
Illinois
$2.83M
DT
832
Diversified Trust
Tennessee
$2.82M
EWM
833
Empirical Wealth Management
Washington
$2.82M
HWAM
834
Hennion & Walsh Asset Management
New Jersey
$2.81M
SF
835
Summit Financial
New Jersey
$2.8M
HA
836
Herold Advisors
New York
$2.78M
CAL
837
Capital Analysts LLC
Pennsylvania
$2.76M
MMA
838
Miracle Mile Advisors
California
$2.74M
FRA
839
Front Row Advisors
California
$2.73M
SAM
840
Smartleaf Asset Management
Massachusetts
$2.72M
WA
841
Wealth Alliance
New York
$2.71M
MFS
842
Mattson Financial Services
Michigan
$2.69M
LWP
843
LMG Wealth Partners
Louisiana
$2.69M
FRA
844
Frank Rimerman Advisors
California
$2.68M
DAS
845
DMKC Advisory Services
Iowa
$2.67M
SIC
846
Samalin Investment Counsel
New York
$2.67M
VWM
847
Vivid Wealth Management
Iowa
$2.66M
TCWA
848
Turtle Creek Wealth Advisors
Texas
$2.65M
CPA
849
Capital Planning Advisors
California
$2.65M
IFWM
850
Institute for Wealth Management
Colorado
$2.65M