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 %
AWA
1526
AGH Wealth Advisors
Kansas
$412K +$10.3K +38 +3%
PA
1527
Perennial Advisors
New York
$412K +$412K +1,514 New
RBI
1528
Raiffeisen Bank International
Austria
$411K +$411K +1,500 New
SOW
1529
State of Wyoming
Wyoming
$410K -$20.9K -77 -5%
SIM
1530
SSI Investment Management
California
$410K -$272 -1 -0.1%
VBCG
1531
Valley Brook Capital Group
Pennsylvania
$409K +$57.1K +210 +16%
UAML
1532
US Asset Management LLC
Pennsylvania
$408K -$205K -755 -33%
MYIA
1533
Mount Yale Investment Advisors
Colorado
$406K -$409K -1,505 -50%
BAS
1534
Brueske Advisory Services
Washington
$406K -$6.8K -25 -2%
ET
1535
Equitable Trust
Tennessee
$406K -$11.7K -43 -3%
HAIM
1536
Hunter Associates Investment Management
Pennsylvania
$405K +$543 +2 +0.1%
MMPW
1537
Mitchell McLeod Pugh & Williams
Alabama
$405K
BSB
1538
Bangor Savings Bank
Maine
$404K -$62.8K -231 -13%
LC
1539
Landaas & Company
Wisconsin
$404K
PFW
1540
Petros Family Wealth
Minnesota
$403K +$41.6K +153 +12%
AIM
1541
Advyzon Investment Management
Illinois
$401K +$107K +393 +36%
WPP
1542
Whalerock Point Partners
Rhode Island
$400K
CCFCSB
1543
Cape Cod Five Cents Savings Bank
Massachusetts
$399K
SOS
1544
Silver Oak Securities
Tennessee
$399K +$1.92K +7 +0.5%
BBA
1545
BLB&B Advisors
Pennsylvania
$397K +$1.9K +7 +0.5%
LSIA
1546
LaSalle St. Investment Advisors
Illinois
$395K +$395K +1,455 New
EW
1547
Evoke Wealth
California
$394K +$58.4K +215 +17%
CWM
1548
Connecticut Wealth Management
Connecticut
$393K
LWP
1549
LeClair Wealth Partners
Ohio
$393K
BDFN
1550
Bond & Devick Financial Network
Minnesota
$392K +$20.4K +75 +5%