2,283 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 287 funds opening new positions, 932 increasing their positions, 754 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
+121
Holders Change %
+5.6%
% of All Funds
30.6%
Holding in Top 10
61
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+96.77%
% of All Funds
0.82%
New
287
Increased
932
Reduced
754
Closed
124
Calls
$3.1B
Puts
$1.41B
Net Calls
+$1.69B
Net Calls Change
+$939M
Name Holding Trade Value Shares
Change
Shares
Change %
EP
1276
Edgestream Partners
New Jersey
$892K +$522K +1,461 +141%
ACIM
1277
Azimuth Capital Investment Management
Michigan
$889K -$464K -1,300 -34%
FAIM
1278
Financial Advocates Investment Management
Washington
$889K +$110K +308 +14%
CWA
1279
Crux Wealth Advisors
California
$886K -$949K -2,657 -52%
OFS
1280
OneAscent Financial Services
Alabama
$885K +$21K +59 +2%
GFP
1281
Gryphon Financial Partners
Ohio
$883K +$124K +346 +16%
BOH
1282
Bank of Hawaii
Hawaii
$875K -$786K -2,203 -47%
JWM
1283
JPL Wealth Management
Colorado
$875K -$16.1K -45 -2%
Financial Engines Advisors
1284
Financial Engines Advisors
California
$874K +$111K +311 +15%
YP
1285
YANKCOM Partnership
South Dakota
$873K +$33.2K +93 +4%
FIM
1286
Freedom Investment Management
Connecticut
$872K -$55.7K -156 -6%
DWA
1287
Douglass Winthrop Advisors
New York
$871K
BLFG
1288
Brian Low Financial Group
Louisiana
$870K +$870K +2,438 New
LWA
1289
Lineweaver Wealth Advisors
Ohio
$869K +$139K +390 +19%
A
1290
Allianz
Germany
$863K +$467K +1,308 +118%
SPWG
1291
Sage Private Wealth Group
Illinois
$859K -$109K -305 -11%
HC
1292
Hourglass Capital
Texas
$857K
VWM
1293
Venturi Wealth Management
Texas
$855K +$155K +433 +22%
SCM
1294
Sunbeam Capital Management
Georgia
$853K +$5.35K +15 +0.6%
KP
1295
Keel Point
Alabama
$848K +$86.4K +242 +11%
MCM
1296
Monument Capital Management
Virginia
$842K
GWSG
1297
GPS Wealth Strategies Group
Colorado
$842K -$25K -70 -3%
PWMG
1298
Prestige Wealth Management Group
New Jersey
$841K +$141K +394 +20%
EWM
1299
Elmwood Wealth Management
California
$840K -$1.07K -3 -0.1%
CAC
1300
Core Alternative Capital
Georgia
$836K -$1.19M -3,343 -59%