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 %
COFSG
1501
Carbahal Olsen Financial Services Group
California
$431K
CFA
1502
CWS Financial Advisors
Michigan
$429K
WT
1503
Washington Trust
Rhode Island
$429K -$56K -206 -12%
CIM
1504
Contravisory Investment Management
Massachusetts
$429K -$5.71K -21 -1%
FWP
1505
Firethorn Wealth Partners
Georgia
$429K -$4.89K -18 -1%
JSW
1506
Journey Strategic Wealth
New Jersey
$428K +$21.5K +79 +5%
RPWA
1507
Regent Peak Wealth Advisors
Georgia
$428K -$7.61K -28 -2%
TSW
1508
Three Seasons Wealth
Utah
$428K -$44.6K -164 -9%
WCM
1509
Washburn Capital Management
Florida
$427K +$256K +940 +149%
TLCM
1510
Twin Lakes Capital Management
California
$427K
EFMC
1511
Empire Financial Management Company
New York
$426K
LI
1512
LVZ Inc
Michigan
$423K
FNBTCON
1513
First National Bank & Trust Co of Newtown
Pennsylvania
$422K -$13.6K -50 -3%
CJL
1514
Cyrus J. Lawrence
New York
$422K -$6.22M -22,898 -94%
GWAG
1515
Garrett Wealth Advisory Group
Texas
$419K -$3.54K -13 -0.8%
QC
1516
Quent Capital
New York
$416K -$11.4K -42 -3%
OCM
1517
One Capital Management
California
$416K +$132K +487 +47%
RA
1518
Rise Advisors
New York
$416K -$37.8K -139 -8%
RWB
1519
RMR Wealth Builders
New Jersey
$415K -$10.9K -40 -3%
VCAM
1520
Van Cleef Asset Management
Ohio
$415K
LSPW
1521
Lake Street Private Wealth
Illinois
$414K +$6.8K +25 +2%
EHC
1522
Everett Harris & Co
California
$414K +$81.5K +300 +25%
HT
1523
Heritage Trust
Oklahoma
$413K +$63.3K +233 +18%
FCFC
1524
First Commonwealth Financial Corp
Pennsylvania
$413K +$59.8K +220 +17%
FHA
1525
Flagship Harbor Advisors
Massachusetts
$413K +$4.08K +15 +1%