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
FA
1101
Faithward Advisors
Pennsylvania
$1.33M
IFS
1102
Ifrah Financial Services
Arkansas
$1.33M
MWM
1103
Modera Wealth Management
New Jersey
$1.32M
SFG
1104
SevenBridge Financial Group
Pennsylvania
$1.32M
IIA
1105
Integral Investment Advisors
California
$1.32M
FCCM
1106
First City Capital Management
Georgia
$1.32M
DWM
1107
Diversify Wealth Management
Utah
$1.31M
SVWAG
1108
Sound View Wealth Advisors Group
Georgia
$1.31M
CCM
1109
Condor Capital Management
New Jersey
$1.31M
OFS
1110
Orrstown Financial Services
Pennsylvania
$1.3M
1SB
1111
1ST Source Bank
Indiana
$1.3M
HSA
1112
HBK Sorce Advisory
Pennsylvania
$1.29M
PWM
1113
Pines Wealth Management
North Carolina
$1.29M
NFG
1114
Nations Financial Group
Iowa
$1.29M
MFA
1115
Mayflower Financial Advisors
Massachusetts
$1.29M
LWA
1116
Lantern Wealth Advisors
New York
$1.29M
CM
1117
Churchill Management
California
$1.29M
SI
1118
Scharf Investments
California
$1.28M
NG
1119
Novem Group
New York
$1.28M
FIA
1120
Foundations Investment Advisors
Arizona
$1.27M
PMSA
1121
Patrick M. Sweeney & Associates
Illinois
$1.27M
JSAM
1122
J. Safra Asset Management
New York
$1.27M
GHAM
1123
Gilman Hill Asset Management
Connecticut
$1.27M
BTW
1124
Boston Trust Walden
Massachusetts
$1.26M
NFA
1125
Northern Financial Advisors
Michigan
$1.26M