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 %
WIC
1126
Wilkins Investment Counsel
Massachusetts
$997K +$190K +700 +24%
SVWAG
1127
Sound View Wealth Advisors Group
Georgia
$992K +$17.4K +64 +2%
GLA
1128
Great Lakes Advisors
Illinois
$988K -$30.4K -112 -3%
SW
1129
SteelPeak Wealth
California
$986K -$510K -1,877 -34%
WWM
1130
Western Wealth Management
Colorado
$983K +$272 +1 +0%
FLI
1131
Family Legacy Inc
South Carolina
$982K +$982K +3,612 New
CCA
1132
Cypress Capital Advisors
Tennessee
$982K +$5.44K +20 +0.6%
BFWM
1133
Bright Futures Wealth Management
New York
$976K -$61.8K -238 -6%
MPM
1134
MBB Public Markets
Illinois
$968K +$968K +3,560 New
NFA
1135
Northern Financial Advisors
Michigan
$957K -$4.35K -16 -0.5%
NFG
1136
Nations Financial Group
Iowa
$957K +$78.8K +290 +9%
MWM
1137
Modera Wealth Management
New Jersey
$955K +$218K +803 +30%
ES
1138
Eagle Strategies
New York
$953K +$953K +3,505 New
BJL
1139
Brighton Jones LLC
Washington
$953K +$44.6K +164 +5%
OHIS
1140
Oak Harvest Investment Services
Texas
$951K -$3.31M -12,185 -78%
PMSA
1141
Patrick M. Sweeney & Associates
Illinois
$945K
FIA
1142
Foundations Investment Advisors
Arizona
$940K -$82.4K -303 -8%
CIA
1143
Citadel Investment Advisory
Ohio
$940K
AIM
1144
Aspen Investment Management
Michigan
$937K +$73.4K +270 +8%
IAIM
1145
International Assets Investment Management
Florida
$935K -$183K -672 -16%
HSA
1146
HBK Sorce Advisory
Pennsylvania
$934K +$22.3K +82 +2%
MPIA
1147
Mountain Pacific Investment Advisers
Idaho
$933K
GHAM
1148
Gilman Hill Asset Management
Connecticut
$931K -$15.5K -57 -2%
AWP
1149
Abacus Wealth Partners
California
$929K +$12.2K +45 +1%
TYCC
1150
Texas Yale Capital Corp
Florida
$927K -$484K -1,780 -34%