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
AWM
1076
Axxcess Wealth Management
California
$1.44M
NW
1077
Naviter Wealth
Arkansas
$1.44M
PL
1078
Perpetual Ltd
Australia
$1.43M
A
1079
Argentarii
Ohio
$1.43M
RCS
1080
Retirement Capital Strategies
California
$1.43M
IWA
1081
Invera Wealth Advisors
Oregon
$1.42M
KA
1082
KLCM Advisors
Wisconsin
$1.42M
SCI
1083
Stableford Capital II
Arizona
$1.41M
PWP
1084
Prasad Wealth Partners
Ohio
$1.41M
CS
1085
Capital Square
Tennessee
$1.41M
STCG
1086
Speece Thorson Capital Group
Minnesota
$1.4M
ZIC
1087
ZWJ Investment Counsel
Georgia
$1.4M
S
1088
Sunpointe
Missouri
$1.4M
BCG
1089
Breakwater Capital Group
New Jersey
$1.4M
FW
1090
FullCircle Wealth
Texas
$1.39M
WWM
1091
Western Wealth Management
Colorado
$1.38M
UBG
1092
United Bank (Georgia)
Georgia
$1.38M
CWP
1093
Cyndeo Wealth Partners
Florida
$1.38M
CI
1094
Cigna Investments
Connecticut
$1.38M
BWM
1095
Buckley Wealth Management
Nevada
$1.37M
BWM
1096
Biltmore Wealth Management
Arizona
$1.37M
AC
1097
Avestar Capital
New York
$1.37M
SPC
1098
Spirepoint Private Client
Florida
$1.36M
FMII
1099
Farmers & Merchants Investments Inc
Nebraska
$1.36M
MKC
1100
M. Kraus & Co
Vermont
$1.36M