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
29.36%
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 %
KSWWM
1176
Keyes Stange & Wooten Wealth Management
Florida
$888K -$82.4K -303 -8%
MFA
1177
Mayflower Financial Advisors
Massachusetts
$884K +$23.1K +85 +3%
O
1178
Ossiam
France
$883K -$62.5M -229,772 -99%
MFGM
1179
Marshall Financial Group (Maryland)
Maryland
$880K +$67.4K +248 +8%
CA
1180
Carson Advisory
Georgia
$878K
KIM
1181
Kane Investment Management
California
$874K -$42.4K -156 -5%
SA
1182
SRN Advisors
Pennsylvania
$873K -$23.9K -88 -3%
SAM
1183
Secure Asset Management
Michigan
$873K +$75.3K +277 +9%
FBB
1184
Fulton Breakefield Broenniman
Maryland
$871K -$10.9K -40 -1%
DCM
1185
Dimension Capital Management
Florida
$871K -$28.3K -104 -3%
HWM
1186
Hohimer Wealth Management
Washington
$870K +$625K +2,299 +255%
EFSCE
1187
Enterprise Financial Services Corp (EFSC)
Missouri
$870K +$1.63K +6 +0.2%
BCM
1188
Bornite Capital Management
New York
$870K -$12.7M -46,800 -94%
EH
1189
Equitable Holdings
New York
$869K -$9.79K -36 -1%
CWM
1190
Castle Wealth Management
Florida
$869K +$73.7K +271 +9%
PWPS
1191
Pinnacle Wealth Planning Services
Ohio
$868K +$47.3K +174 +6%
WPC
1192
Waters Parkerson & Co
Louisiana
$866K
HW
1193
Hancock Whitney
Mississippi
$861K +$98.7K +363 +13%
PWM
1194
Palumbo Wealth Management
New York
$860K +$78K +287 +10%
ANBT
1195
American National Bank & Trust
Texas
$855K +$44K +162 +5%
MIC
1196
Means Investment Company
Maine
$852K -$32.1K -118 -4%
BMM
1197
Buffington Mohr McNeal
Idaho
$852K -$160K -588 -16%
CCFM
1198
Clear Creek Financial Management
Washington
$851K +$102K +377 +14%
GIA
1199
Guyasuta Investment Advisors
Pennsylvania
$850K -$8.97K -33 -1%
BCG
1200
Breakwater Capital Group
New Jersey
$849K +$88.3K +325 +12%