2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
DAS
851
DMKC Advisory Services
Iowa
$2.67M
SIC
852
Samalin Investment Counsel
New York
$2.67M
VWM
853
Vivid Wealth Management
Iowa
$2.66M
TCWA
854
Turtle Creek Wealth Advisors
Texas
$2.65M
CPA
855
Capital Planning Advisors
California
$2.65M
IFWM
856
Institute for Wealth Management
Colorado
$2.65M
CAMG
857
CWA Asset Management Group
Florida
$2.64M
QC
858
Quaero Capital
Switzerland
$2.64M
HP
859
Hilltop Partners
Indiana
$2.64M
KCM
860
Kornitzer Capital Management
Kansas
$2.64M
ECM
861
Evergreen Capital Management
Washington
$2.62M
TSMHT
862
Thurston Springer Miller Herd & Titak
Indiana
$2.62M
VSQM
863
V-Square Quantitative Management
Illinois
$2.6M
AWA
864
Aaron Wealth Advisors
Illinois
$2.59M
SB
865
Simmons Bank
Arkansas
$2.59M
MWM
866
Modern Wealth Management
Kansas
$2.58M
KWM
867
Keebeck Wealth Management
Illinois
$2.56M
AMIM
868
Aull & Monroe Investment Management
Alabama
$2.56M
SIAP
869
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.55M
WTA
870
Washington Trust Advisors
Massachusetts
$2.54M
PWM
871
Perigon Wealth Management
California
$2.54M
CAMV
872
Concord Asset Management (Virginia)
Virginia
$2.53M
CWP
873
Concord Wealth Partners
Virginia
$2.53M
CT
874
Coastline Trust
Rhode Island
$2.53M
AA
875
Altman Advisors
Illinois
$2.52M