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 %
NC
1426
Napatree Capital
Rhode Island
$511K -$25.8K -95 -5%
AFP
1427
Ausdal Financial Partners
Iowa
$510K +$21.7K +80 +4%
SDIC
1428
South Dakota Investment Council
South Dakota
$509K
PCFFS
1429
Pacific Center for Financial Services
California
$509K
OF
1430
Outfitter Financial
Maine
$508K -$8.16K -30 -2%
AFG
1431
Allegheny Financial Group
Pennsylvania
$507K -$3.81K -14 -0.7%
AGWCA
1432
Annis Gardner Whiting Capital Advisors
Florida
$506K +$110K +405 +28%
CC
1433
Courier Capital
New York
$505K +$22.3K +82 +5%
CGA
1434
Crescent Grove Advisors
Illinois
$504K +$113K +416 +29%
ST
1435
Spinnaker Trust
Maine
$504K
IC
1436
Iconiq Capital
California
$503K +$93.8K +345 +23%
VWA
1437
Visionary Wealth Advisors
Illinois
$503K -$10.9K -40 -2%
RIM
1438
RW Investment Management
Idaho
$500K -$13.6K -50 -3%
EFG
1439
Ethos Financial Group
Pennsylvania
$500K +$2.67K +8 +0.5%
SCG
1440
Sonata Capital Group
Washington
$499K
1WM
1441
1858 Wealth Management
Ohio
$494K +$2.45K +9 +0.5%
SFS
1442
Sowell Financial Services
Arkansas
$493K +$493K +1,813 New
IA
1443
IAM Advisory
Pennsylvania
$493K -$55.5K -204 -10%
RDWM
1444
Red Door Wealth Management
Tennessee
$489K +$46.8K +172 +11%
SFP
1445
Shepherd Financial Partners
Massachusetts
$485K +$12.5K +46 +3%
WMA
1446
Wealth Management Associates
New Jersey
$485K +$66.6K +245 +16%
FMLI
1447
Fukoku Mutual Life Insurance
Japan
$482K -$218K -803 -31%
CFG
1448
Carr Financial Group
Massachusetts
$481K
RWMG
1449
Redwood Wealth Management Group
New Jersey
$479K +$41.3K +152 +9%
DAS
1450
Diversify Advisory Services
Utah
$478K +$19.5K +67 +4%