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
FHA
1501
Flagship Harbor Advisors
Massachusetts
$541K
PA
1502
Perennial Advisors
New York
$540K
AIM
1503
Advyzon Investment Management
Illinois
$540K
PFW
1504
Petros Family Wealth
Minnesota
$537K
UAML
1505
US Asset Management LLC
Pennsylvania
$536K
BAS
1506
Brueske Advisory Services
Washington
$536K
WA
1507
WealthTrust Axiom
Pennsylvania
$535K
VBCG
1508
Valley Brook Capital Group
Pennsylvania
$535K
CWM
1509
Centurion Wealth Management
Virginia
$535K
HAIM
1510
Hunter Associates Investment Management
Pennsylvania
$534K
MMPW
1511
Mitchell McLeod Pugh & Williams
Alabama
$532K
SIC
1512
Sterling Investment Counsel
New York
$532K
EFG
1513
Ethos Financial Group
Pennsylvania
$530K
ET
1514
Equitable Trust
Tennessee
$530K
GCM
1515
Gables Capital Management
Florida
$526K
SCM
1516
Schnieders Capital Management
California
$526K
WPP
1517
Whalerock Point Partners
Rhode Island
$525K
BSB
1518
Bangor Savings Bank
Maine
$525K
GTAM
1519
Global Trust Asset Management
Florida
$525K
FAG
1520
Fortitude Advisory Group
Washington
$521K
SOS
1521
Silver Oak Securities
Tennessee
$519K
LSIA
1522
LaSalle St. Investment Advisors
Illinois
$517K
CWM
1523
Connecticut Wealth Management
Connecticut
$517K
LWP
1524
LeClair Wealth Partners
Ohio
$515K
BBA
1525
BLB&B Advisors
Pennsylvania
$514K