2,299 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, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
1401
Evoke Wealth
California
$681K
TIA
1402
Traphagen Investment Advisors
New Jersey
$679K
AA
1403
Alta Advisers
United Kingdom
$678K
SAM
1404
Smithbridge Asset Management
Pennsylvania
$678K
C
1405
Certuity
Florida
$678K
RDWM
1406
Red Door Wealth Management
Tennessee
$676K
TWM
1407
TCFG Wealth Management
California
$671K
SFS
1408
Sowell Financial Services
Arkansas
$669K
SDIC
1409
South Dakota Investment Council
South Dakota
$669K
FFN
1410
Focus Financial Network
Minnesota
$669K
AFG
1411
Allegheny Financial Group
Pennsylvania
$668K
PCFFS
1412
Pacific Center for Financial Services
California
$668K
PF
1413
Phoenix Financial
Israel
$663K
CC
1414
Courier Capital
New York
$663K
AWM
1415
Accurate Wealth Management
Florida
$662K
IC
1416
Iconiq Capital
California
$662K
ST
1417
Spinnaker Trust
Maine
$662K
WAM
1418
Wakefield Asset Management
Colorado
$657K
SCG
1419
Sonata Capital Group
Washington
$655K
UB
1420
Umpqua Bank
Oregon
$653K
SFP
1421
Shepherd Financial Partners
Massachusetts
$649K
1WM
1422
1858 Wealth Management
Ohio
$649K
VCM
1423
Versant Capital Management
Arizona
$648K
JSA
1424
Jacobson & Schmitt Advisors
Wisconsin
$647K
AFP
1425
Ausdal Financial Partners
Iowa
$643K