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
EW
1351
Enzi Wealth
Texas
$766K
LI
1352
LRI Investments
Florida
$765K
CI
1353
Conning Inc
Connecticut
$765K
SC
1354
SouthState Corp
Florida
$757K
AW
1355
Alteri Wealth
California
$757K
LBC
1356
Leigh Baldwin & Co
New York
$756K
CBB
1357
Citizens Business Bank
California
$755K
CWA
1358
CogentBlue Wealth Advisors
Tennessee
$754K
FMWA
1359
Forvis Mazars Wealth Advisors
Missouri
$752K
TPI
1360
Trust Point Inc
Wisconsin
$750K
SMH
1361
Sanders Morris Harris
Texas
$750K
CAM
1362
Chesapeake Asset Management
New York
$749K
PWP
1363
Phillips Wealth Planners
Mississippi
$749K
SS
1364
Sunbelt Securities
Texas
$748K
WPW
1365
Waldron Private Wealth
Pennsylvania
$748K
CAL
1366
Capital Advisors Ltd
Ohio
$748K
TPW
1367
Transatlantique Private Wealth
New York
$748K
GM
1368
GeoWealth Management
Illinois
$746K
EA
1369
Everpar Advisors
Oklahoma
$744K
NP
1370
Ninepoint Partners
Ontario, Canada
$743K
HDIM
1371
Hanson & Doremus Investment Management
Vermont
$740K
RIG
1372
RiverFront Investment Group
Virginia
$740K
WIC
1373
Woodmont Investment Counsel
Tennessee
$739K
BMCM
1374
Burns Matteson Capital Management
New York
$739K
WIA
1375
Westbourne Investment Advisors
Maryland
$738K