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 %
DWT
876
Dorsey & Whitney Trust
South Dakota
$2.44M -$86.7K -243 -3%
DFCM
877
Dark Forest Capital Management
Puerto Rico
$2.43M +$2.43M +6,816 New
IIM
878
InTrack Investment Management
Vermont
$2.43M -$193K -540 -7%
PWP
879
Principle Wealth Partners
Connecticut
$2.41M +$7.14K +20 +0.3%
RWM
880
Ritholtz Wealth Management
New York
$2.41M -$2.14K -6 -0.1%
ZIM
881
Zacks Investment Management
Illinois
$2.4M +$33.2K +93 +1%
TP
882
Tranquility Partners
Tennessee
$2.38M +$134K +376 +6%
FG
883
Foster Group
Iowa
$2.38M +$43.2K +121 +2%
PFS
884
Physicians Financial Services
North Carolina
$2.38M -$23.6K -66 -1%
TFA
885
Teamwork Financial Advisors
Texas
$2.36M -$1.35M -3,779 -36%
RSWM
886
Robertson Stephens Wealth Management
California
$2.36M -$309K -866 -12%
CBA
887
Coastal Bridge Advisors
Connecticut
$2.35M +$18.6K +52 +0.8%
ES
888
Eagle Strategies
New York
$2.35M +$1.1M +3,076 +88%
CIA
889
Capital Investment Advisors
Georgia
$2.34M +$281K +787 +14%
SCM
890
Summerhill Capital Management
Ontario, Canada
$2.33M -$18.2K -51 -0.8%
FBT
891
First Bankers Trust
Kentucky
$2.32M +$349K +977 +18%
NLGIA
892
Nippon Life Global Investors Americas
New York
$2.31M +$129K +360 +6%
IBOK
893
Independence Bank of Kentucky
Kentucky
$2.31M +$73.2K +205 +3%
AC
894
AlphaCore Capital
California
$2.31M +$307K +861 +15%
PP
895
PDS Planning
Ohio
$2.3M +$42.1K +118 +2%
DWM
896
Darwin Wealth Management
Florida
$2.3M -$10.7K -30 -0.5%
GLA
897
Great Lakes Advisors
Illinois
$2.3M +$1,000K +2,801 +77%
P
898
Pitcairn
Pennsylvania
$2.29M +$549K +1,538 +32%
MUAMU
899
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.29M +$1.68M +4,700 +276%
IA
900
IFP Advisors
Florida
$2.28M -$354K -983 -13%