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
RWB
1526
RMR Wealth Builders
New Jersey
$513K
SF
1527
Symphony Financial
Texas
$513K
CCA
1528
Childress Capital Advisors
Texas
$511K
RIS
1529
Retirement Income Solutions
Michigan
$510K
5W
1530
5T Wealth
California
$509K
PL
1531
Parthenon LLC
Kentucky
$509K
PGCM
1532
Prescott Group Capital Management
Oklahoma
$509K
GKFF
1533
George Kaiser Family Foundation
Oklahoma
$509K
TNAM
1534
Terra Nova Asset Management
New York
$507K
SPF
1535
South Plains Financial
Texas
$505K
BDFN
1536
Bond & Devick Financial Network
Minnesota
$504K
MWA
1537
MN Wealth Advisors
Kansas
$504K
MHR
1538
Matthew Hamilton Rosenberg
$504K
RA
1539
Rise Advisors
New York
$502K
DDC
1540
DF Dent & Co
Maryland
$502K
PSCM
1541
Per Stirling Capital Management
Texas
$501K
AC
1542
Apella Capital
Connecticut
$500K
MWM
1543
Mindset Wealth Management
Indiana
$500K
MCP
1544
Militia Capital Partners
Nevada
$500K
AWAG
1545
ARS Wealth Advisors Group
Florida
$500K
APG
1546
Abacus Planning Group
South Carolina
$498K
PPC
1547
Park Place Capital
Alabama
$498K
PFA
1548
Pure Financial Advisors
California
$497K
NS
1549
NBC Securities
Alabama
$495K
IIC
1550
Integrated Investment Consultants
Michigan
$494K