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 %
FW
1076
FullCircle Wealth
Texas
$1.39M +$2.31K +6 +0.2%
WWM
1077
Western Wealth Management
Colorado
$1.38M +$92.8K +260 +7%
UBG
1078
United Bank (Georgia)
Georgia
$1.38M +$267K +748 +24%
CWP
1079
Cyndeo Wealth Partners
Florida
$1.38M +$932K +2,611 +209%
CI
1080
Cigna Investments
Connecticut
$1.38M -$35K -98 -2%
BWM
1081
Buckley Wealth Management
Nevada
$1.37M -$3.57K -10 -0.3%
BWM
1082
Biltmore Wealth Management
Arizona
$1.37M -$44.3K -124 -3%
AC
1083
Avestar Capital
New York
$1.37M +$186K +520 +16%
SPC
1084
Spirepoint Private Client
Florida
$1.36M -$1.07K -3 -0.1%
FMII
1085
Farmers & Merchants Investments Inc
Nebraska
$1.36M -$40.7K -114 -3%
MKC
1086
M. Kraus & Co
Vermont
$1.36M +$250K +699 +23%
BI
1087
Bradyco Inc
Massachusetts
$1.35M
CIA
1088
Choate Investment Advisors
Massachusetts
$1.35M +$17.8K +50 +1%
CCG
1089
Ceeto Capital Group
Florida
$1.35M
DP
1090
Dearborn Partners
Illinois
$1.34M +$4.28K +12 +0.3%
WF
1091
Welch & Forbes
Massachusetts
$1.34M -$1.07K -3 -0.1%
CCA
1092
Cypress Capital Advisors
Tennessee
$1.34M +$51.1K +143 +4%
SWM
1093
Sculati Wealth Management
Michigan
$1.34M +$274K +768 +26%
AWMT
1094
AAFMAA Wealth Management & Trust
North Carolina
$1.33M -$447K -1,253 -25%
FA
1095
Faithward Advisors
Pennsylvania
$1.33M +$7.5K +21 +0.6%
IFS
1096
Ifrah Financial Services
Arkansas
$1.33M -$15.4K -43 -1%
MWM
1097
Modera Wealth Management
New Jersey
$1.32M +$66.4K +186 +5%
SFG
1098
SevenBridge Financial Group
Pennsylvania
$1.32M +$50.9K +140 +4%
IIA
1099
Integral Investment Advisors
California
$1.32M
FCCM
1100
First City Capital Management
Georgia
$1.32M