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 %
BCA
1326
Bay Colony Advisors
Massachusetts
$782K
HNWAG
1327
High Net Worth Advisory Group
Florida
$781K -$16.8K -47 -2%
SIMG
1328
Sonora Investment Management Group
Arizona
$780K +$5K +14 +0.6%
NWAG
1329
Net Worth Advisory Group
Utah
$780K +$7.85K +22 +1%
OL
1330
Optas LLC
Texas
$780K +$411K +1,151 +111%
CWM
1331
Cornerstone Wealth Management
Missouri
$775K
CP
1332
Covenant Partners
Tennessee
$769K
MIA
1333
MeadowBrook Investment Advisors
Michigan
$768K +$585K +1,640 +322%
EW
1334
Enzi Wealth
Texas
$766K
LI
1335
LRI Investments
Florida
$765K
CI
1336
Conning Inc
Connecticut
$765K -$34.6K -97 -4%
SC
1337
SouthState Corp
Florida
$757K -$96.4K -270 -11%
AW
1338
Alteri Wealth
California
$757K -$64.6K -181 -8%
LBC
1339
Leigh Baldwin & Co
New York
$756K +$143K +401 +23%
CBB
1340
Citizens Business Bank
California
$755K -$48.2K -135 -6%
CWA
1341
CogentBlue Wealth Advisors
Tennessee
$754K +$25.3K +71 +3%
FMWA
1342
Forvis Mazars Wealth Advisors
Missouri
$752K +$10.7K +30 +1%
TPI
1343
Trust Point Inc
Wisconsin
$750K -$56K -157 -7%
SMH
1344
Sanders Morris Harris
Texas
$750K
PWP
1345
Phillips Wealth Planners
Mississippi
$749K -$6.43K -18 -0.9%
SS
1346
Sunbelt Securities
Texas
$748K -$49.8K -150 -6%
WPW
1347
Waldron Private Wealth
Pennsylvania
$748K
CAL
1348
Capital Advisors Ltd
Ohio
$748K +$1.78K +5 +0.2%
TPW
1349
Transatlantique Private Wealth
New York
$748K -$76.8K -215 -9%
GM
1350
GeoWealth Management
Illinois
$746K +$127K +355 +20%