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 %
IIC
1251
Ironwood Investment Counsel
Arizona
$773K +$14.1K +52 +2%
TCPG
1252
Trivant Custom Portfolio Group
California
$771K +$771K +2,838 New
LSA
1253
Lion Street Advisors
Texas
$771K +$2.99K +11 +0.4%
AG
1254
Ascent Group
Virginia
$767K -$687K -2,528 -47%
FPL
1255
Fortress Private Ledger
North Carolina
$766K +$16.9K +62 +2%
HFBOT
1256
Home Federal Bank of Tennessee
Tennessee
$765K
TA
1257
TCM Advisors
West Virginia
$758K -$1.03M
TWM
1258
Tradition Wealth Management
Minnesota
$756K +$27.2K +100 +4%
VIPI
1259
Vista Investment Partners II
Indiana
$755K -$19K -70 -2%
HKIMG
1260
Hutchens & Kramer Investment Management Group
Indiana
$750K -$9.51K -35 -1%
FRA
1261
Frank Rimerman Advisors
California
$747K -$997K -3,666 -57%
SQA
1262
Simon Quick Advisors
New Jersey
$746K +$192K +706 +35%
ST
1263
Sabal Trust
Florida
$745K
CPSC
1264
Carl P. Sherr & Co
Massachusetts
$743K +$39.7K +146 +6%
PNC
1265
Park National Corp
Ohio
$741K -$14.1K -52 -2%
PCA
1266
Prosperity Capital Advisors
Ohio
$740K +$36K +130 +5%
KSB
1267
Kennebec Savings Bank
Maine
$738K +$37.8K +139 +5%
SPWG
1268
Sage Private Wealth Group
Illinois
$737K -$35.9K -132 -5%
PFBT
1269
Parkside Financial Bank & Trust
Missouri
$737K +$54.4K +200 +8%
1M
1270
1248 Management
Missouri
$733K -$475K -1,747 -39%
SCM
1271
Stevens Capital Management
Pennsylvania
$732K +$732K +2,692 New
EBT
1272
Enterprise Bank & Trust
Massachusetts
$730K +$132K +484 +22%
GLA
1273
Good Life Advisors
Pennsylvania
$727K +$66.3K +244 +10%
WWM
1274
Waterway Wealth Management
Texas
$726K +$519K +1,910 +251%
BMCM
1275
Bryn Mawr Capital Management
Pennsylvania
$726K +$362K +1,331 +99%