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 %
FWIA
1051
Fort Washington Investment Advisors
Ohio
$1.48M -$12.5K -35 -0.8%
IWA
1052
IVC Wealth Advisors
Pennsylvania
$1.48M -$27.1K -76 -2%
CFFP
1053
Center for Financial Planning
Michigan
$1.47M +$35.7K +100 +2%
WSC
1054
Wellington Shields & Co
New York
$1.47M -$8.93K -25 -0.6%
FLI
1055
Family Legacy Inc
South Carolina
$1.47M +$178K +498 +14%
PWMAG
1056
Pinnacle Wealth Management Advisory Group
New Jersey
$1.47M -$21.4K -60 -1%
SC
1057
Soundwatch Capital
Connecticut
$1.46M +$1.46M +215,020 New
BCM
1058
BluePath Capital Management
Georgia
$1.46M +$61.4K +172 +4%
PFC
1059
Phocas Financial Corp
California
$1.46M
DIM
1060
Delta Investment Management
California
$1.46M +$11.1K +31 +0.8%
DBRC
1061
D.B. Root & Company
Pennsylvania
$1.45M +$4.64K +13 +0.3%
MS
1062
Mizuho Securities
Japan
$1.45M +$1.45M +4,060 New
AWM
1063
Axxcess Wealth Management
California
$1.44M +$740K +2,074 +106%
NW
1064
Naviter Wealth
Arkansas
$1.44M -$17.9K -50 -1%
PL
1065
Perpetual Ltd
Australia
$1.43M -$331K -926 -19%
A
1066
Argentarii
Ohio
$1.43M -$48.9K -137 -3%
RCS
1067
Retirement Capital Strategies
California
$1.43M
KA
1068
KLCM Advisors
Wisconsin
$1.42M -$2.11M -5,900 -60%
SCI
1069
Stableford Capital II
Arizona
$1.41M +$1.41M +3,604 New
PWP
1070
Prasad Wealth Partners
Ohio
$1.41M +$301K +844 +27%
CS
1071
Capital Square
Tennessee
$1.41M -$144K -398 -9%
STCG
1072
Speece Thorson Capital Group
Minnesota
$1.4M
ZIC
1073
ZWJ Investment Counsel
Georgia
$1.4M -$32.8K -92 -2%
S
1074
Sunpointe
Missouri
$1.4M +$1.4M +3,917 New
BCG
1075
Breakwater Capital Group
New Jersey
$1.4M +$280K +784 +25%