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 %
DWM
1101
Diversify Wealth Management
Utah
$1.31M +$9.45K +26 +0.7%
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$1.31M +$5.71K +16 +0.4%
CCM
1103
Condor Capital Management
New Jersey
$1.31M +$1.31M +3,662 New
OFS
1104
Orrstown Financial Services
Pennsylvania
$1.3M +$87.8K +246 +7%
1SB
1105
1ST Source Bank
Indiana
$1.3M +$208K +582 +19%
HSA
1106
HBK Sorce Advisory
Pennsylvania
$1.29M +$65.7K +184 +5%
PWM
1107
Pines Wealth Management
North Carolina
$1.29M +$141K +389 +12%
NFG
1108
Nations Financial Group
Iowa
$1.29M +$30.7K +86 +2%
MFA
1109
Mayflower Financial Advisors
Massachusetts
$1.29M +$126K +352 +11%
LWA
1110
Lantern Wealth Advisors
New York
$1.29M +$1.29M +3,600 New
CM
1111
Churchill Management
California
$1.29M +$1.29M +3,600 New
SI
1112
Scharf Investments
California
$1.28M +$107K +299 +9%
NG
1113
Novem Group
New York
$1.28M +$819K +2,293 +178%
FIA
1114
Foundations Investment Advisors
Arizona
$1.27M +$35.7K +100 +3%
PMSA
1115
Patrick M. Sweeney & Associates
Illinois
$1.27M +$7.24K +20 +0.6%
GHAM
1116
Gilman Hill Asset Management
Connecticut
$1.27M +$42.8K +120 +4%
BTW
1117
Boston Trust Walden
Massachusetts
$1.26M +$308K +862 +32%
NFA
1118
Northern Financial Advisors
Michigan
$1.26M
SIM
1119
Stratos Investment Management
Ohio
$1.26M +$85.7K +240 +7%
FPF
1120
First Pacific Financial
Washington
$1.26M -$109K -306 -8%
I
1121
InceptionR
California
$1.26M +$1.26M +3,517 New
LFP
1122
Leeward Financial Partners
Washington
$1.25M -$1.86M -5,219 -60%
EH
1123
Equitable Holdings
New York
$1.25M +$106K +298 +9%
CGFA
1124
Colton Groome Financial Advisors
North Carolina
$1.24M -$41.1K -115 -3%
FTC
1125
Farmers Trust Company
Ohio
$1.24M +$35.7K +100 +3%