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 %
MMPW
1501
Mitchell McLeod Pugh & Williams
Alabama
$532K
SIC
1502
Sterling Investment Counsel
New York
$532K -$1.01M -2,838 -66%
EFG
1503
Ethos Financial Group
Pennsylvania
$530K -$6.07K -17 -1%
ET
1504
Equitable Trust
Tennessee
$530K -$3.21K -9 -0.6%
GCM
1505
Gables Capital Management
Florida
$526K +$143K +400 +37%
SCM
1506
Schnieders Capital Management
California
$526K +$126K +354 +32%
WPP
1507
Whalerock Point Partners
Rhode Island
$525K
BSB
1508
Bangor Savings Bank
Maine
$525K -$5.71K -16 -1%
GTAM
1509
Global Trust Asset Management
Florida
$525K +$316K +885 +151%
FAG
1510
Fortitude Advisory Group
Washington
$521K +$2.5K +7 +0.5%
SOS
1511
Silver Oak Securities
Tennessee
$519K
LSIA
1512
LaSalle St. Investment Advisors
Illinois
$517K -$1.78K -5 -0.3%
CWM
1513
Connecticut Wealth Management
Connecticut
$517K
LWP
1514
LeClair Wealth Partners
Ohio
$515K
BBA
1515
BLB&B Advisors
Pennsylvania
$514K -$7.14K -20 -1%
RWB
1516
RMR Wealth Builders
New Jersey
$513K -$31.8K -89 -6%
SF
1517
Symphony Financial
Texas
$513K +$513K +3,376 New
CCA
1518
Childress Capital Advisors
Texas
$511K +$176K +492 +52%
RIS
1519
Retirement Income Solutions
Michigan
$510K
5W
1520
5T Wealth
California
$509K +$3.22K +9 +0.6%
PL
1521
Parthenon LLC
Kentucky
$509K
GKFF
1522
George Kaiser Family Foundation
Oklahoma
$509K +$171K +478 +50%
PGCM
1523
Prescott Group Capital Management
Oklahoma
$509K +$171K +478 +50%
TNAM
1524
Terra Nova Asset Management
New York
$507K +$8.93K +25 +2%
SPF
1525
South Plains Financial
Texas
$505K +$124K +348 +33%