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 %
MSWA
1476
Marshall & Sterling Wealth Advisors
New York
$558K +$148K +420 +36%
LI
1477
LVZ Inc
Michigan
$556K
CAG
1478
Csenge Advisory Group
Florida
$556K +$13.5K +42 +2%
HKAM
1479
Horizon Kinetics Asset Management
New York
$555K +$225K +630 +68%
FWP
1480
Firethorn Wealth Partners
Georgia
$555K -$7.5K -21 -1%
FNBTCON
1481
First National Bank & Trust Co of Newtown
Pennsylvania
$554K
DCM
1482
Dudley Capital Management
Virginia
$553K -$26.8K -75 -5%
MYIA
1483
Mount Yale Investment Advisors
Colorado
$552K +$18.2K +51 +3%
BFC
1484
Bedel Financial Consulting
Indiana
$551K -$1.79K -5 -0.3%
RCM
1485
RB Capital Management
Nevada
$550K +$50.3K +141 +10%
AG
1486
AlTi Global
New York
$549K +$189K +530 +53%
LSPW
1487
Lake Street Private Wealth
Illinois
$549K +$5K +14 +0.9%
WC
1488
Wexford Capital
Florida
$545K -$135K -377 -20%
FCFC
1489
First Commonwealth Financial Corp
Pennsylvania
$543K
PAS
1490
PKS Advisory Services
New York
$542K -$35.7K -100 -6%
FHA
1491
Flagship Harbor Advisors
Massachusetts
$541K -$1.43K -4 -0.3%
PA
1492
Perennial Advisors
New York
$540K
AIM
1493
Advyzon Investment Management
Illinois
$540K +$12.5K +35 +2%
PFW
1494
Petros Family Wealth
Minnesota
$537K +$7.5K +21 +1%
UAML
1495
US Asset Management LLC
Pennsylvania
$536K
BAS
1496
Brueske Advisory Services
Washington
$536K +$2.5K +7 +0.5%
WA
1497
WealthTrust Axiom
Pennsylvania
$535K -$165K -463 -24%
VBCG
1498
Valley Brook Capital Group
Pennsylvania
$535K -$1.79K -5 -0.3%
CWM
1499
Centurion Wealth Management
Virginia
$535K +$45.7K +128 +9%
HAIM
1500
Hunter Associates Investment Management
Pennsylvania
$534K +$1.07K +3 +0.2%