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
VWA
1426
Visionary Wealth Advisors
Illinois
$638K
WMA
1427
Wealth Management Associates
New Jersey
$637K
CFG
1428
Carr Financial Group
Massachusetts
$632K
AWM
1429
Avior Wealth Management
Nebraska
$631K
RWMG
1430
Redwood Wealth Management Group
New Jersey
$629K
CAM
1431
Columbia Asset Management
Michigan
$627K
TC
1432
TFR Capital
Texas
$627K
LAM
1433
L2 Asset Management
Massachusetts
$626K
FMTC
1434
Farmers & Merchants Trust Company
California
$626K
PTP
1435
Platform Technology Partners
New York
$626K
FSA
1436
Fort Sheridan Advisors
Illinois
$625K
PSP
1437
Principal Street Partners
Tennessee
$622K
CFO
1438
CVA Family Office
Colorado
$621K
WCG
1439
Weaver Consulting Group
California
$618K
MW
1440
Maia Wealth
Colorado
$616K
FPW
1441
Fairvoy Private Wealth
Alabama
$611K
MCA
1442
MSH Capital Advisors
Arizona
$609K
MWS
1443
MFA Wealth Services
California
$608K
MAWA
1444
Moss Adams Wealth Advisors
Washington
$607K
IA
1445
Insight Advisors
Pennsylvania
$607K
SWA
1446
Stratos Wealth Advisors
Ohio
$607K
OGC
1447
Oak Grove Capital
New Hampshire
$607K
AA
1448
Armis Advisers
Georgia
$606K
NSAM
1449
North Star Asset Management
Wisconsin
$605K
PL
1450
Plancorp LLC
Missouri
$605K