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 %
GSWM
1351
Golden State Wealth Management
California
$603K +$301K +1,106 +99%
BCA
1352
Bay Colony Advisors
Massachusetts
$600K -$181K -659 -23%
PCP
1353
Proficio Capital Partners
Massachusetts
$597K -$2.45K -9 -0.4%
ACGA
1354
Atlanta Consulting Group Advisors
Georgia
$597K -$165K -608 -22%
DTL
1355
Dynamic Technology Lab
Singapore
$597K +$406K +1,496 +213%
AAM
1356
Aureus Asset Management
Massachusetts
$597K +$41.9K +154 +8%
FAIM
1357
Financial Advocates Investment Management
Washington
$593K +$53.3K +196 +10%
SIMG
1358
Sonora Investment Management Group
Arizona
$590K +$48.1K +177 +9%
CWM
1359
Cornerstone Wealth Management
Missouri
$590K +$16.9K +62 +3%
NWAG
1360
Net Worth Advisory Group
Utah
$588K +$272 +1 +0%
PWP
1361
Phillips Wealth Planners
Mississippi
$587K +$88.3K +318 +18%
CFMC
1362
Curbstone Financial Management Corp
New Hampshire
$586K -$40.8K -150 -7%
CP
1363
Covenant Partners
Tennessee
$586K
DWM
1364
Dogwood Wealth Management
Kansas
$584K +$124K +455 +27%
LI
1365
LRI Investments
Florida
$583K -$141K -517 -19%
Financial Engines Advisors
1366
Financial Engines Advisors
California
$581K -$261K -959 -31%
KP
1367
Keel Point
Alabama
$580K +$101K +372 +21%
GFP
1368
Gryphon Financial Partners
Ohio
$578K +$25.8K +95 +5%
UB
1369
Umpqua Bank
Oregon
$576K -$19.8K -73 -3%
ARC
1370
Advisor Resource Council
Texas
$574K +$574K +3,043 New
HIP
1371
HUB Investment Partners
Texas
$574K +$26.6K +98 +5%
V
1372
ViaWealth
Kansas
$573K +$31.3K +115 +6%
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$572K -$9.24K -34 -2%
SAM
1374
Selway Asset Management
$571K -$2.17M -8,000 -79%
SMH
1375
Sanders Morris Harris
Texas
$571K +$27.2K +100 +5%