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
Financial Engines Advisors
1301
Financial Engines Advisors
California
$874K
YP
1302
YANKCOM Partnership
South Dakota
$873K
FIM
1303
Freedom Investment Management
Connecticut
$872K
DWA
1304
Douglass Winthrop Advisors
New York
$871K
BLFG
1305
Brian Low Financial Group
Louisiana
$870K
LWA
1306
Lineweaver Wealth Advisors
Ohio
$869K
A
1307
Allianz
Germany
$863K
SPWG
1308
Sage Private Wealth Group
Illinois
$859K
HC
1309
Hourglass Capital
Texas
$857K
VWM
1310
Venturi Wealth Management
Texas
$855K
SCM
1311
Sunbeam Capital Management
Georgia
$853K
KP
1312
Keel Point
Alabama
$848K
MCM
1313
Monument Capital Management
Virginia
$842K
GWSG
1314
GPS Wealth Strategies Group
Colorado
$842K
PWMG
1315
Prestige Wealth Management Group
New Jersey
$841K
EWM
1316
Elmwood Wealth Management
California
$840K
CAC
1317
Core Alternative Capital
Georgia
$836K
CGA
1318
Crescent Grove Advisors
Illinois
$831K
AAP
1319
Arax Advisory Partners
Colorado
$829K
JSW
1320
Journey Strategic Wealth
New Jersey
$826K
A
1321
AustralianSuper
Australia
$822K
NGA
1322
Naples Global Advisors
Florida
$821K
LI
1323
Lafayette Investments
Maryland
$821K
WI
1324
Wedgewood Investors
Pennsylvania
$820K
JSSH
1325
J. Safra Sarasin Holding
$819K