2,299 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, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
FHA
1051
First Horizon Advisors
Tennessee
$1.5M
HS
1052
Horan Securities
United States
$1.49M
CA
1053
Cullinan Associates
Kentucky
$1.49M
WFAG
1054
Worth Financial Advisory Group
North Carolina
$1.48M
IIC
1055
Ironwood Investment Counsel
Arizona
$1.48M
FWIA
1056
Fort Washington Investment Advisors
Ohio
$1.48M
IWA
1057
IVC Wealth Advisors
Pennsylvania
$1.48M
CFFP
1058
Center for Financial Planning
Michigan
$1.47M
WSC
1059
Wellington Shields & Co
New York
$1.47M
FLI
1060
Family Legacy Inc
South Carolina
$1.47M
PWMAG
1061
Pinnacle Wealth Management Advisory Group
New Jersey
$1.47M
SC
1062
Soundwatch Capital
Connecticut
$1.46M
BCM
1063
BluePath Capital Management
Georgia
$1.46M
PFC
1064
Phocas Financial Corp
California
$1.46M
DIM
1065
Delta Investment Management
California
$1.46M
DBRC
1066
D.B. Root & Company
Pennsylvania
$1.45M
MS
1067
Mizuho Securities
Japan
$1.45M
AWM
1068
Axxcess Wealth Management
California
$1.44M
NW
1069
Naviter Wealth
Arkansas
$1.44M
PL
1070
Perpetual Ltd
Australia
$1.43M
A
1071
Argentarii
Ohio
$1.43M
RCS
1072
Retirement Capital Strategies
California
$1.43M
IWA
1073
Invera Wealth Advisors
Oregon
$1.42M
KA
1074
KLCM Advisors
Wisconsin
$1.42M
SCI
1075
Stableford Capital II
Arizona
$1.41M