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
PFBT
1151
Parkside Financial Bank & Trust
Missouri
$1.21M
WIC
1152
Wilkins Investment Counsel
Massachusetts
$1.2M
SW
1153
Simplicity Wealth
New Jersey
$1.2M
UF
1154
Univest Financial
Pennsylvania
$1.2M
SA
1155
SRN Advisors
Pennsylvania
$1.19M
PWPS
1156
Pinnacle Wealth Planning Services
Ohio
$1.19M
KCM
1157
Kennondale Capital Management
Virginia
$1.19M
WCA
1158
Westover Capital Advisors
Delaware
$1.19M
DCM
1159
Dimension Capital Management
Florida
$1.18M
SCM
1160
Shelton Capital Management
Colorado
$1.18M
CCFM
1161
Clear Creek Financial Management
Washington
$1.18M
OC
1162
Oakworth Capital
Alabama
$1.17M
PP
1163
Patron Partners
Texas
$1.17M
PFGIA
1164
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M
FNBT
1165
FineMark National Bank & Trust
Florida
$1.17M
FBB
1166
Fulton Breakefield Broenniman
Maryland
$1.17M
WWM
1167
Waterway Wealth Management
Texas
$1.16M
EWM
1168
Evercore Wealth Management
New York
$1.16M
PDL
1169
Portfolio Design Labs
California
$1.16M
CIA
1170
Citadel Investment Advisory
Ohio
$1.16M
EFSCE
1171
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M
Verition Fund Management
1172
Verition Fund Management
Connecticut
$1.15M
RBI
1173
Raiffeisen Bank International
Austria
$1.15M
PWM
1174
Palumbo Wealth Management
New York
$1.14M
KSWWM
1175
Keyes Stange & Wooten Wealth Management
Florida
$1.14M