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
EWA
1176
EverSource Wealth Advisors
Alabama
$1.13M
WPC
1177
Waters Parkerson & Co
Louisiana
$1.13M
MIC
1178
Means Investment Company
Maine
$1.13M
PCG
1179
PFC Capital Group
California
$1.13M
HT
1180
Heritage Trust
Oklahoma
$1.13M
KCM
1181
KRS Capital Management
Michigan
$1.13M
CWM
1182
Castle Wealth Management
Florida
$1.13M
BIA
1183
Bigelow Investment Advisors
Maine
$1.12M
ANBT
1184
American National Bank & Trust
Texas
$1.11M
FAM
1185
Formidable Asset Management
Ohio
$1.11M
CA
1186
Capital Advantage
California
$1.11M
DI
1187
Diligent Investors
California
$1.1M
GAM
1188
Gemmer Asset Management
California
$1.1M
CA
1189
Carson Advisory
Georgia
$1.09M
IAIM
1190
International Assets Investment Management
Florida
$1.09M
LFA
1191
Legacy Financial Advisors
Kentucky
$1.09M
GP
1192
Guardian Partners
Canada
$1.09M
MK
1193
MASTERINVEST Kapitalanlage
$1.09M
MA
1194
MCF Advisors
Kentucky
$1.09M
RA
1195
RFG Advisory
Alabama
$1.08M
PIM
1196
Penobscot Investment Management
Massachusetts
$1.08M
TF
1197
Tompkins Financial
New York
$1.08M
SCM
1198
SCS Capital Management
Massachusetts
$1.08M
VCM
1199
Voleon Capital Management
California
$1.08M
GA
1200
GSG Advisors
New Jersey
$1.07M