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 %
FAG
1551
Fortitude Advisory Group
Washington
$391K +$30.7K +114 +9%
PPWM
1552
Paragon Private Wealth Management
Kentucky
$389K -$8.97K -33 -2%
RIS
1553
Retirement Income Solutions
Michigan
$389K
CAM
1554
CenterStar Asset Management
Illinois
$388K -$116K -428 -23%
AI
1555
AXS Investments
New York
$388K +$15.8K +58 +4%
PL
1556
Parthenon LLC
Kentucky
$387K
AC
1557
Apella Capital
Connecticut
$387K +$387K +1,364 New
5W
1558
5T Wealth
California
$385K +$272 +1 +0.1%
MWM
1559
Mindset Wealth Management
Indiana
$384K +$87.5K +322 +30%
HWM
1560
HFR Wealth Management
New York
$383K
PL
1561
Plancorp LLC
Missouri
$383K -$30.2K -111 -7%
DDC
1562
DF Dent & Co
Maryland
$382K
PSCM
1563
Per Stirling Capital Management
Texas
$381K -$1.09K -4 -0.3%
RCM
1564
RB Capital Management
Nevada
$381K -$6.8K -25 -2%
AWAG
1565
ARS Wealth Advisors Group
Florida
$380K -$6.79K -25 -2%
TA
1566
Townsend & Associates
Colorado
$380K
HFM
1567
Harvest Fund Management
China
$380K -$1.08M -3,982 -74%
DFG
1568
Delta Financial Group
New Jersey
$379K +$61.6K +203 +19%
TNAM
1569
Terra Nova Asset Management
New York
$379K -$61.2K -225 -14%
VCM
1570
Versant Capital Management
Arizona
$378K +$205K +754 +119%
AWM
1571
Accel Wealth Management
Iowa
$377K -$2.72K -10 -0.7%
WA
1572
Wealth Architects
California
$376K +$21.5K +79 +6%
AWA
1573
Arbor Wealth Advisors
Michigan
$375K +$4.08K +15 +1%
PI
1574
PGGM Investments
Netherlands
$371K -$256K -941 -41%
AFS
1575
Anderson Financial Strategies
Ohio
$370K +$17.7K +65 +5%