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 %
CGA
1301
Crescent Grove Advisors
Illinois
$831K +$168K +472 +25%
AAP
1302
Arax Advisory Partners
Colorado
$829K +$122K +342 +17%
JSW
1303
Journey Strategic Wealth
New Jersey
$826K +$263K +738 +47%
A
1304
AustralianSuper
Australia
$822K +$822K +2,303 New
NGA
1305
Naples Global Advisors
Florida
$821K -$12.5K -35 -1%
LI
1306
Lafayette Investments
Maryland
$821K -$26.8K -75 -3%
WI
1307
Wedgewood Investors
Pennsylvania
$820K
JSSH
1308
J. Safra Sarasin Holding
$819K -$1.79K -5 -0.2%
RIM
1309
RW Investment Management
Idaho
$818K +$161K +450 +24%
AAM
1310
Aureus Asset Management
Massachusetts
$818K +$33.6K +94 +4%
FMC
1311
First Merchants Corp
Indiana
$816K -$2.5K -7 -0.3%
TTWM
1312
TCV Trust & Wealth Management
Virginia
$810K
MA
1313
MONECO Advisors
Connecticut
$804K -$70K -196 -8%
ACM
1314
AUA Capital Management
Pennsylvania
$803K
LWCA
1315
Locust Wood Capital Advisers
New York
$801K +$801K +2,245 New
CFO
1316
Collective Family Office
Pennsylvania
$800K -$49.6K -139 -6%
GAG
1317
GM Advisory Group
New York
$799K +$799K +2,238 New
SWA
1318
Sax Wealth Advisors
New Jersey
$794K -$3.57K -10 -0.4%
TWA
1319
Tandem Wealth Advisors
Arizona
$791K +$326K +913 +70%
SFS
1320
Summit Financial Strategies
Ohio
$789K -$11.4K -32 -1%
WG
1321
Wealth Group
North Carolina
$787K -$53.5K -150 -6%
EWM
1322
Evermay Wealth Management
Virginia
$785K -$53.5K -150 -6%
RCA
1323
Resonant Capital Advisors
Wisconsin
$785K +$82.5K +231 +12%
ACGA
1324
Atlanta Consulting Group Advisors
Georgia
$784K
PCS
1325
Personal CFO Solutions
New Jersey
$783K +$82.1K +230 +12%