2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.37%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
901
Summerhill Capital Management
Ontario, Canada
$1.79M -$1.98M -7,275 -52%
ACA
902
Atlas Capital Advisors
Wyoming
$1.79M
FG
903
Foster Group
Iowa
$1.78M +$22.6K +83 +1%
CBA
904
Coastal Bridge Advisors
Connecticut
$1.78M +$1.78M +6,537 New
BDL
905
Bey-Douglas LLC
Georgia
$1.77M -$39.4K -145 -2%
PWM
906
Perigon Wealth Management
California
$1.77M -$66.1K -243 -4%
QI
907
Qtron Investments
Massachusetts
$1.75M
CICC
908
Capital Investment Counsel (Colorado)
Colorado
$1.73M -$54.4K -200 -3%
VF
909
Virtu Financial
New York
$1.73M -$858K -3,155 -33%
PP
910
Prudential plc
United Kingdom
$1.73M -$299K -1,100 -15%
PP
911
PDS Planning
Ohio
$1.72M +$31.8K +117 +2%
HPG
912
Harvest Portfolios Group
Ontario, Canada
$1.71M +$442K +1,625 +35%
TP
913
Tranquility Partners
Tennessee
$1.71M +$71.2K +262 +4%
NL
914
NWAM LLC
Washington
$1.71M +$266K +979 +18%
VAG
915
VisionPoint Advisory Group
Texas
$1.7M +$696K +2,562 +69%
IBOK
916
Independence Bank of Kentucky
Kentucky
$1.7M +$25.8K +95 +2%
HCA
917
Harbor Capital Advisors
Illinois
$1.7M +$1.7M +6,241 New
PWAM
918
Private Wealth Asset Management
Iowa
$1.69M +$1.69M +6,211 New
EWM
919
Empirical Wealth Management
Washington
$1.69M +$531K +1,954 +46%
AMCA
920
Arthur M. Cohen & Associates
Illinois
$1.68M +$89.7K +330 +6%
CCG
921
Cloverfields Capital Group
Minnesota
$1.68M -$10.9K -40 -0.6%
CWP
922
Concord Wealth Partners
Virginia
$1.68M +$1.58M +5,826 +1,729%
Renaissance Technologies
923
Renaissance Technologies
New York
$1.67M +$1.67M +6,148 New
RFA
924
Resurgent Financial Advisors
Georgia
$1.67M -$173K -638 -9%
FFA
925
Founders Financial Alliance
North Carolina
$1.67M +$195K +717 +13%