2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
EWM
1176
Evercore Wealth Management
New York
$1.16M
PDL
1177
Portfolio Design Labs
California
$1.16M
CIA
1178
Citadel Investment Advisory
Ohio
$1.16M
EFSCE
1179
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M
Verition Fund Management
1180
Verition Fund Management
Connecticut
$1.15M
RBI
1181
Raiffeisen Bank International
Austria
$1.15M
PWM
1182
Palumbo Wealth Management
New York
$1.14M
KSWWM
1183
Keyes Stange & Wooten Wealth Management
Florida
$1.14M
EWA
1184
EverSource Wealth Advisors
Alabama
$1.13M
WPC
1185
Waters Parkerson & Co
Louisiana
$1.13M
MIC
1186
Means Investment Company
Maine
$1.13M
PCG
1187
PFC Capital Group
California
$1.13M
HT
1188
Heritage Trust
Oklahoma
$1.13M
KCM
1189
KRS Capital Management
Michigan
$1.13M
CWM
1190
Castle Wealth Management
Florida
$1.13M
BIA
1191
Bigelow Investment Advisors
Maine
$1.12M
ANBT
1192
American National Bank & Trust
Texas
$1.11M
FAM
1193
Formidable Asset Management
Ohio
$1.11M
CA
1194
Capital Advantage
California
$1.11M
DI
1195
Diligent Investors
California
$1.1M
GAM
1196
Gemmer Asset Management
California
$1.1M
CA
1197
Carson Advisory
Georgia
$1.09M
IAIM
1198
International Assets Investment Management
Florida
$1.09M
LFA
1199
Legacy Financial Advisors
Kentucky
$1.09M
GP
1200
Guardian Partners
Canada
$1.09M