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 %
LCM
1451
LVM Capital Management
Michigan
$587K
IP
1452
Isthmus Partners
Wisconsin
$587K
EWP
1453
Elevation Wealth Partners
California
$585K
ALAM
1454
Asahi Life Asset Management
Japan
$585K +$585K +1,640 New
TA
1455
TrueWealth Advisors
Alabama
$584K -$22.5K -63 -4%
RIA
1456
Realta Investment Advisors
Delaware
$579K -$239K -669 -29%
TAM
1457
Titleist Asset Management
Texas
$578K +$1.07K +3 +0.2%
WMWM
1458
Whitaker-Myers Wealth Managers
Ohio
$576K +$157K +439 +37%
SC
1459
Sepio Capital
Utah
$576K -$8.21K -23 -1%
OCM
1460
One Capital Management
California
$575K +$28.6K +80 +5%
TA
1461
Townsend & Associates
Colorado
$575K
NAM
1462
NorthCrest Asset Manangement
Minnesota
$575K +$575K +1,587 New
WA
1463
WBH Advisory
Maryland
$575K
NFC
1464
Northstar Financial Companies
Pennsylvania
$573K +$1.07K +3 +0.2%
BFIC
1465
Bedell Frazier Investment Counselling
California
$570K -$53.5K -150 -9%
COFSG
1466
Carbahal Olsen Financial Services Group
California
$567K
WT
1467
Washington Trust
Rhode Island
$566K +$2.5K +7 +0.4%
GWAG
1468
Garrett Wealth Advisory Group
Texas
$566K +$16.4K +46 +3%
CFA
1469
CWS Financial Advisors
Michigan
$564K
AWA
1470
AGH Wealth Advisors
Kansas
$562K +$20K +56 +4%
TSW
1471
Three Seasons Wealth
Utah
$562K
CB
1472
Community Bank
New York
$560K -$12.5K -35 -2%
TLCM
1473
Twin Lakes Capital Management
California
$560K
EFMC
1474
Empire Financial Management Company
New York
$560K
RF
1475
Rossby Financial
Florida
$559K +$22.5K +63 +4%