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 %
VA
926
Valmark Advisers
Ohio
$2.13M +$52.8K +148 +3%
WPC
927
Wedmont Private Capital
Pennsylvania
$2.12M +$5.76K +16 +0.3%
SCTC
928
Sanibel Captiva Trust Company
Florida
$2.12M +$73.9K +207 +4%
UW
929
Unique Wealth
Florida
$2.11M +$136K +381 +7%
MCA
930
Magnolia Capital Advisors
Mississippi
$2.11M -$32.8K -92 -2%
CIAS
931
Capital Investment Advisory Services
North Carolina
$2.1M +$156K +436 +8%
MA
932
Montag & Associates
Georgia
$2.08M -$3.47M -9,709 -62%
GWM
933
Geneos Wealth Management
Colorado
$2.08M -$872K -2,443 -30%
CPA
934
Court Place Advisors
Maryland
$2.08M
TNB
935
Thomasville National Bank
Georgia
$2.07M +$127K +355 +7%
AF
936
Advisornet Financial
Minnesota
$2.07M +$3.57K +10 +0.2%
NB
937
Nicolet Bankshares
Wisconsin
$2.06M +$107K +299 +5%
SIAG
938
Signet Investment Advisory Group
Rhode Island
$2.05M +$23.2K +65 +1%
HW
939
Hancock Whitney
Mississippi
$2.05M +$923K +2,586 +82%
CFG
940
Cooper Financial Group
California
$2.05M -$89.6K -251 -4%
HPG
941
Harvest Portfolios Group
Ontario, Canada
$2.05M -$202K -566 -9%
BBA
942
Baader Bank Aktiengesellschaft
Germany
$2.04M -$405K -1,135 -17%
SAA
943
Southeast Asset Advisors
Georgia
$2.01M +$3.21K +9 +0.2%
TSWM
944
Tyler-Stone Wealth Management
Ohio
$2.01M +$115K +323 +6%
WC
945
Waterloo Capital
Texas
$2.01M +$274K +767 +16%
TFP
946
Tilia Fiduciary Partners
North Carolina
$1.99M +$167K +469 +9%
SDWMA
947
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.99M
ACM
948
AlphaStar Capital Management
North Carolina
$1.99M -$54.3K -152 -3%
CC
949
Commons Capital
Massachusetts
$1.99M +$90K +252 +5%
DS
950
DRW Securities
Illinois
$1.98M -$4.52M -12,657 -70%