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 %
ECM
851
Evergreen Capital Management
Washington
$2.62M -$92.8K -260 -3%
TSMHT
852
Thurston Springer Miller Herd & Titak
Indiana
$2.62M -$1.07M -3,006 -29%
VSQM
853
V-Square Quantitative Management
Illinois
$2.6M +$195K +545 +8%
AWA
854
Aaron Wealth Advisors
Illinois
$2.59M +$184K +514 +8%
SB
855
Simmons Bank
Arkansas
$2.59M +$1.79K +5 +0.1%
MWM
856
Modern Wealth Management
Kansas
$2.58M +$139K +390 +6%
KWM
857
Keebeck Wealth Management
Illinois
$2.56M +$2.56M +7,181 New
AMIM
858
Aull & Monroe Investment Management
Alabama
$2.56M -$357K -1,000 -12%
SIAP
859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.55M -$37.5K -105 -1%
WTA
860
Washington Trust Advisors
Massachusetts
$2.54M +$125K +351 +5%
PWM
861
Perigon Wealth Management
California
$2.54M +$213K +597 +9%
CAMV
862
Concord Asset Management (Virginia)
Virginia
$2.53M -$10.4K -29 -0.4%
CWP
863
Concord Wealth Partners
Virginia
$2.53M +$327K +916 +15%
CT
864
Coastline Trust
Rhode Island
$2.53M -$1.89M -5,288 -43%
AA
865
Altman Advisors
Illinois
$2.52M +$25.2K +71 +1%
FMTCOCP
866
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.52M -$167K -468 -6%
FHWM
867
Fox Hill Wealth Management
Massachusetts
$2.52M +$67.1K +188 +3%
NERM
868
New England Research & Management
Illinois
$2.52M +$750K +2,100 +42%
AWM
869
Aviso Wealth Management
Washington
$2.51M -$103K -288 -4%
SLA
870
Silver Lake Advisory
Utah
$2.51M -$23.9K -67 -0.9%
IB
871
Intrust Bank
Kansas
$2.5M -$296K -828 -11%
OIA
872
OneDigital Investment Advisors
Kansas
$2.49M +$55.7K +156 +2%
SC
873
Syon Capital
California
$2.49M +$462K +1,294 +23%
PPWP
874
Premier Path Wealth Partners
New Jersey
$2.44M -$26.1K -73 -1%
PCM
875
Prelude Capital Management
New York
$2.44M +$2.44M +6,834 New