2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.37%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Shares
Change %
WEG
1076
World Equity Group
Illinois
$1.12M +$380K +1,395 +52%
PFC
1077
Phocas Financial Corp
California
$1.11M
FAM
1078
Formidable Asset Management
Ohio
$1.11M +$3.81K +14 +0.3%
DBRC
1079
D.B. Root & Company
Pennsylvania
$1.1M -$26.9K -99 -2%
PPC
1080
Park Place Capital
Alabama
$1.1M -$11.7K -43 -1%
FFM
1081
Forum Financial Management
Illinois
$1.1M -$11.7K -43 -1%
DIM
1082
Delta Investment Management
California
$1.1M -$13.9K -51 -1%
CA
1083
Capital Advantage
California
$1.1M
NP
1084
NorthRock Partners
Minnesota
$1.09M +$7.34K +27 +0.7%
ZIC
1085
ZWJ Investment Counsel
Georgia
$1.09M
CFFP
1086
Center for Financial Planning
Michigan
$1.09M -$83.7K -308 -7%
RCS
1087
Retirement Capital Strategies
California
$1.09M
CI
1088
Cigna Investments
Connecticut
$1.08M -$26.4K -97 -2%
BWM
1089
Biltmore Wealth Management
Arizona
$1.07M -$8.97K -33 -0.8%
FMII
1090
Farmers & Merchants Investments Inc
Nebraska
$1.07M
STCG
1091
Speece Thorson Capital Group
Minnesota
$1.07M -$27.2K -100 -2%
BCM
1092
BluePath Capital Management
Georgia
$1.07M +$123K +452 +13%
MC
1093
Machina Capital
France
$1.06M +$243K +895 +30%
AWA
1094
Arkadios Wealth Advisors
Georgia
$1.06M +$253K +929 +31%
CGFA
1095
Colton Groome Financial Advisors
North Carolina
$1.06M -$70.6K -240 -6%
CCM
1096
Cinctive Capital Management
New York
$1.06M +$890K +3,273 +530%
FRM
1097
Fox Run Management
Connecticut
$1.06M +$863K +3,175 +444%
SAI
1098
Savvy Advisors Inc
New York
$1.05M +$75.3K +277 +8%
BWM
1099
Buckley Wealth Management
Nevada
$1.05M -$34K -125 -3%
DWM
1100
Diversify Wealth Management
Utah
$1.04M +$28.5K +98 +3%