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 %
SCM
1226
SCS Capital Management
Massachusetts
$815K +$815K +2,997 New
SWM
1227
Shelton Wealth Management
Texas
$814K +$7.61K +28 +0.9%
KIA
1228
Knollwood Investment Advisory
Maryland
$813K
1IA
1229
1620 Investment Advisors
Massachusetts
$812K -$52.2K -192 -6%
CW
1230
CreativeOne Wealth
Kansas
$812K +$219K +806 +37%
SWM
1231
Sculati Wealth Management
Michigan
$812K +$193K +711 +31%
CBT
1232
CoreFirst Bank & Trust
Kansas
$806K
BIG
1233
Brookwood Investment Group
Arizona
$805K +$805K +2,962 New
GSB
1234
Greenfield Savings Bank
Massachusetts
$801K -$272 -1 -0%
SCP
1235
Stamos Capital Partners
California
$800K +$178K +654 +29%
GAMC
1236
Garner Asset Management Corp
Texas
$799K -$54.4K -200 -6%
RFW
1237
Rainier Family Wealth
Washington
$799K -$24.5K -90 -3%
MCM
1238
Manchester Capital Management
Vermont
$799K +$61.2K +225 +8%
PWM
1239
Pines Wealth Management
North Carolina
$798K +$138K +550 +21%
FWTB
1240
First Western Trust Bank
Colorado
$796K +$11.7K +43 +1%
PAMG
1241
Patton Albertson Miller Group
Tennessee
$794K -$40.2K -148 -5%
RIA
1242
Richwood Investment Advisors
Ohio
$793K -$84.3K -310 -10%
BAM
1243
Belpointe Asset Management
Nevada
$791K +$19.3K +71 +3%
WPA
1244
West Paces Advisors
Georgia
$784K -$159K -585 -17%
GD
1245
Grandfield & Dodd
New York
$781K -$19K -70 -2%
BWL
1246
Bogart Wealth LLC
Virginia
$776K +$37.8K +139 +5%
Balyasny Asset Management
1247
Balyasny Asset Management
Illinois
$775K -$318K -1,171 -29%
TTIC
1248
Tower Trust & Investment Company
Iowa
$774K +$774K +2,630 New
CP
1249
Canopy Partners
Ohio
$774K +$120K +442 +18%
EW
1250
Elyxium Wealth
California
$773K +$306K +1,126 +66%