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 %
OGC
1401
Oak Grove Capital
New Hampshire
$544K +$544K +2,000 New
TIA
1402
Traphagen Investment Advisors
New Jersey
$542K +$13.6K +50 +3%
TCOO
1403
Trust Company of Oklahoma
Oklahoma
$541K +$541K +1,989 New
AAP
1404
Arax Advisory Partners
Colorado
$538K +$113K +416 +27%
RCA
1405
Resonant Capital Advisors
Wisconsin
$535K -$3.53K -13 -0.7%
PCS
1406
Personal CFO Solutions
New Jersey
$534K +$51.1K +188 +11%
VWM
1407
Venturi Wealth Management
Texas
$534K -$10.6K -39 -2%
WA
1408
WealthTrust Axiom
Pennsylvania
$533K
PWMG
1409
Prestige Wealth Management Group
New Jersey
$533K -$11.4K -42 -2%
RB
1410
Rodgers Brothers
Pennsylvania
$531K
AWM
1411
Axxcess Wealth Management
California
$531K -$608K -2,237 -53%
CRI
1412
Colonial River Investments
Virginia
$531K -$24.7K -91 -4%
PCM
1413
Penserra Capital Management
California
$527K -$248K -913 -32%
EA
1414
Everpar Advisors
Oklahoma
$525K -$118K -435 -18%
MCA
1415
MSH Capital Advisors
Arizona
$525K
GIA
1416
Gladstone Institutional Advisory
Florida
$523K -$2.19M -8,071 -81%
PCM
1417
Pointe Capital Management
Michigan
$523K -$31.8K -117 -6%
SIM
1418
Seaview Investment Managers
Florida
$521K +$521K +1,917 New
TWM
1419
Trueblood Wealth Management
Ohio
$518K +$60.9K +224 +13%
WC
1420
Wexford Capital
Florida
$517K +$238K +875 +85%
AA
1421
Alta Advisers
United Kingdom
$516K +$163K +600 +46%
SAM
1422
Smithbridge Asset Management
Pennsylvania
$516K +$516K +1,900 New
GS
1423
GTS Securities
New York
$513K -$88.3K -325 -15%
MCM
1424
Marathon Capital Management
Maryland
$512K
CT
1425
Chicago Trust
Illinois
$512K -$22.3K -82 -4%