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
WEG
1051
World Equity Group
Illinois
$1.53M
AWE
1052
Avidian Wealth Enterprises
Texas
$1.52M
SWM
1053
Shelton Wealth Management
Texas
$1.52M
MCM
1054
Mengis Capital Management
Oregon
$1.51M
OFS
1055
Oldfather Financial Services
Nebraska
$1.51M
DFC
1056
DB Fitzpatrick & Co
Idaho
$1.51M
EB
1057
Emprise Bank
Kansas
$1.5M
SWA
1058
SFMG Wealth Advisors
Texas
$1.5M
FHA
1059
First Horizon Advisors
Tennessee
$1.5M
HS
1060
Horan Securities
United States
$1.49M
CA
1061
Cullinan Associates
Kentucky
$1.49M
WFAG
1062
Worth Financial Advisory Group
North Carolina
$1.48M
IIC
1063
Ironwood Investment Counsel
Arizona
$1.48M
FWIA
1064
Fort Washington Investment Advisors
Ohio
$1.48M
IWA
1065
IVC Wealth Advisors
Pennsylvania
$1.48M
CFFP
1066
Center for Financial Planning
Michigan
$1.47M
WSC
1067
Wellington Shields & Co
New York
$1.47M
FLI
1068
Family Legacy Inc
South Carolina
$1.47M
PWMAG
1069
Pinnacle Wealth Management Advisory Group
New Jersey
$1.47M
SC
1070
Soundwatch Capital
Connecticut
$1.46M
BCM
1071
BluePath Capital Management
Georgia
$1.46M
PFC
1072
Phocas Financial Corp
California
$1.46M
DIM
1073
Delta Investment Management
California
$1.46M
DBRC
1074
D.B. Root & Company
Pennsylvania
$1.45M
MS
1075
Mizuho Securities
Japan
$1.45M