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 %
ACM
1551
Andina Capital Management
Utah
$478K +$19.3K +54 +4%
PPWM
1552
Paragon Private Wealth Management
Kentucky
$478K -$32.8K -92 -6%
SHFA
1553
SS&H Financial Advisors
Michigan
$477K
SNB
1554
Security National Bank
Nebraska
$476K +$11.4K +32 +2%
EI
1555
Ellevest Inc
New York
$476K +$26.8K +75 +6%
JIP
1556
Jaffetilchin Investment Partners
Florida
$475K +$142K +398 +43%
ANTB
1557
AMG National Trust Bank
Colorado
$473K +$47.8K +134 +11%
TCM
1558
Tufton Capital Management
Maryland
$473K
TCM
1559
TruNorth Capital Management
Michigan
$473K
VCM
1560
Virtue Capital Management
Tennessee
$472K -$111K -312 -19%
SCM
1561
Sterling Capital Management
North Carolina
$471K +$43.9K +123 +10%
RZH
1562
Relyea Zuckerberg Hanson
Connecticut
$470K +$21.4K +60 +5%
CA
1563
Crumly & Associates
Illinois
$469K -$13.6K -38 -3%
MCM
1564
McRae Capital Management
New Jersey
$469K
BFA
1565
Beaumont Financial Advisors
Massachusetts
$467K +$11.8K +33 +3%
MIC
1566
Meridian Investment Counsel
California
$464K
OHWA
1567
Oak Hill Wealth Advisors
Virginia
$464K
KIM
1568
Kestra Investment Management
Texas
$463K +$365K +1,076 +374%
TM
1569
TigerOak Management
New Mexico
$461K -$3.93K -11 -0.8%
OWA
1570
Outlook Wealth Advisors
Texas
$459K -$16.1K -45 -3%
HWM
1571
HFR Wealth Management
New York
$458K -$45K -126 -9%
FWM
1572
Focused Wealth Management
New York
$456K
BWM
1573
Birchcreek Wealth Management
Ohio
$456K -$168K -472 -27%
TCBWMS
1574
Texas Capital Bank Wealth Management Services
Texas
$455K +$186K +520 +69%
DWM
1575
Drive Wealth Management
Utah
$454K +$14.3K +40 +3%