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 %
BDFN
1526
Bond & Devick Financial Network
Minnesota
$504K -$10.7K -30 -2%
MWA
1527
MN Wealth Advisors
Kansas
$504K +$87.5K +245 +21%
MHR
1528
Matthew Hamilton Rosenberg
$504K +$136K +381 +37%
RA
1529
Rise Advisors
New York
$502K -$43.6K -122 -8%
DDC
1530
DF Dent & Co
Maryland
$502K
PSCM
1531
Per Stirling Capital Management
Texas
$501K +$357 +1 +0.1%
AC
1532
Apella Capital
Connecticut
$500K +$11.1K +31 +2%
MWM
1533
Mindset Wealth Management
Indiana
$500K -$4.28K -12 -0.8%
MCP
1534
Militia Capital Partners
Nevada
$500K +$500K +1,400 New
AWAG
1535
ARS Wealth Advisors Group
Florida
$500K
APG
1536
Abacus Planning Group
South Carolina
$498K +$73.2K +205 +17%
PPC
1537
Park Place Capital
Alabama
$498K -$942K -2,653 -65%
PFA
1538
Pure Financial Advisors
California
$497K +$134K +375 +37%
NS
1539
NBC Securities
Alabama
$495K +$36K +101 +8%
IIC
1540
Integrated Investment Consultants
Michigan
$494K -$416K -1,165 -46%
WA
1541
Wealth Architects
California
$493K -$1.43K -4 -0.3%
HIP
1542
HUB Investment Partners
Texas
$491K -$262K -734 -35%
CA
1543
Calton & Associates
Florida
$489K +$4.64K +13 +1%
AWA
1544
Arbor Wealth Advisors
Michigan
$488K -$5.36K -15 -1%
AFS
1545
Anderson Financial Strategies
Ohio
$486K
CAM
1546
Creekmur Asset Management
Illinois
$482K +$47.8K +134 +11%
VCAM
1547
Van Cleef Asset Management
Ohio
$482K -$62.5K -175 -11%
DIM
1548
DLK Investment Management
California
$482K
AGWCA
1549
Annis Gardner Whiting Capital Advisors
Florida
$479K -$186K -520 -28%
AWM
1550
Accel Wealth Management
Iowa
$479K -$16.1K -45 -3%