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 %
AFG
1401
Allegheny Financial Group
Pennsylvania
$668K +$2.14K +6 +0.3%
PCFFS
1402
Pacific Center for Financial Services
California
$668K
PF
1403
Phoenix Financial
Israel
$663K -$5.24M -14,507 -89%
CC
1404
Courier Capital
New York
$663K
AWM
1405
Accurate Wealth Management
Florida
$662K +$206K +575 +45%
IC
1406
Iconiq Capital
California
$662K +$1.07K +3 +0.2%
ST
1407
Spinnaker Trust
Maine
$662K
WAM
1408
Wakefield Asset Management
Colorado
$657K -$523K -1,465 -44%
SCG
1409
Sonata Capital Group
Washington
$655K
UB
1410
Umpqua Bank
Oregon
$653K -$104K -290 -14%
SFP
1411
Shepherd Financial Partners
Massachusetts
$649K +$11.8K +33 +2%
1WM
1412
1858 Wealth Management
Ohio
$649K
VCM
1413
Versant Capital Management
Arizona
$648K +$151K +424 +31%
JSA
1414
Jacobson & Schmitt Advisors
Wisconsin
$647K +$647K +1,812 New
AFP
1415
Ausdal Financial Partners
Iowa
$643K -$26.1K -73 -4%
VWA
1416
Visionary Wealth Advisors
Illinois
$638K -$22.5K -63 -3%
WMA
1417
Wealth Management Associates
New Jersey
$637K +$357 +1 +0.1%
CFG
1418
Carr Financial Group
Massachusetts
$632K
AWM
1419
Avior Wealth Management
Nebraska
$631K -$707K -1,981 -53%
RWMG
1420
Redwood Wealth Management Group
New Jersey
$629K
CAM
1421
Columbia Asset Management
Michigan
$627K
TC
1422
TFR Capital
Texas
$627K +$627K +1,755 New
LAM
1423
L2 Asset Management
Massachusetts
$626K +$25.3K +71 +4%
FMTC
1424
Farmers & Merchants Trust Company
California
$626K +$46.8K +131 +8%
PTP
1425
Platform Technology Partners
New York
$626K +$26.4K +74 +4%