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 %
EBT
1376
Enterprise Bank & Trust
Massachusetts
$707K -$251K -704 -26%
CIA
1377
Cascade Investment Advisors
Oregon
$698K -$35.7K -100 -5%
RB
1378
Rodgers Brothers
Pennsylvania
$698K
GFG
1379
Goldstone Financial Group
Illinois
$697K +$61.2K +169 +10%
TWM
1380
Trueblood Wealth Management
Ohio
$696K +$16.8K +47 +2%
PK
1381
Pflug Koory
Nebraska
$695K -$35.7K -100 -5%
IA
1382
IAM Advisory
Pennsylvania
$694K +$46.4K +130 +7%
GIA
1383
Gladstone Institutional Advisory
Florida
$693K +$6.43K +18 +0.9%
BSHC
1384
Breed's Hill Capital
Massachusetts
$692K +$65K +182 +10%
AEPWM
1385
Atlantic Edge Private Wealth Management
Florida
$691K -$30.3K -85 -4%
BFA
1386
Beacon Financial Advisory
Ohio
$691K +$261K +730 +61%
CRI
1387
Colonial River Investments
Virginia
$688K -$10.7K -30 -2%
AFWM
1388
AMJ Financial Wealth Management
Virginia
$687K -$8.08M -22,642 -92%
PCM
1389
Pointe Capital Management
Michigan
$685K -$1.07K -3 -0.2%
BWP
1390
Balboa Wealth Partners
Arizona
$681K +$60.3K +169 +10%
EW
1391
Evoke Wealth
California
$681K +$163K +458 +32%
TIA
1392
Traphagen Investment Advisors
New Jersey
$679K -$32.8K -92 -5%
AA
1393
Alta Advisers
United Kingdom
$678K
SAM
1394
Smithbridge Asset Management
Pennsylvania
$678K
C
1395
Certuity
Florida
$678K +$315K +882 +87%
RDWM
1396
Red Door Wealth Management
Tennessee
$676K +$33.6K +94 +5%
TWM
1397
TCFG Wealth Management
California
$671K -$125K -350 -16%
SFS
1398
Sowell Financial Services
Arkansas
$669K +$22.1K +62 +3%
SDIC
1399
South Dakota Investment Council
South Dakota
$669K
FFN
1400
Focus Financial Network
Minnesota
$669K +$46.1K +129 +7%