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
WA
1551
Wealth Architects
California
$493K
HIP
1552
HUB Investment Partners
Texas
$491K
CT
1553
Caldwell Trust
Florida
$491K
CA
1554
Calton & Associates
Florida
$489K
AWA
1555
Arbor Wealth Advisors
Michigan
$488K
AFS
1556
Anderson Financial Strategies
Ohio
$486K
CAM
1557
Creekmur Asset Management
Illinois
$482K
VCAM
1558
Van Cleef Asset Management
Ohio
$482K
DIM
1559
DLK Investment Management
California
$482K
AGWCA
1560
Annis Gardner Whiting Capital Advisors
Florida
$479K
AWM
1561
Accel Wealth Management
Iowa
$479K
ACM
1562
Andina Capital Management
Utah
$478K
PPWM
1563
Paragon Private Wealth Management
Kentucky
$478K
SHFA
1564
SS&H Financial Advisors
Michigan
$477K
SNB
1565
Security National Bank
Nebraska
$476K
EI
1566
Ellevest Inc
New York
$476K
JIP
1567
Jaffetilchin Investment Partners
Florida
$475K
ANTB
1568
AMG National Trust Bank
Colorado
$473K
TCM
1569
Tufton Capital Management
Maryland
$473K
TCM
1570
TruNorth Capital Management
Michigan
$473K
VCM
1571
Virtue Capital Management
Tennessee
$472K
SCM
1572
Sterling Capital Management
North Carolina
$471K
RZH
1573
Relyea Zuckerberg Hanson
Connecticut
$470K
CA
1574
Crumly & Associates
Illinois
$469K
MCM
1575
McRae Capital Management
New Jersey
$469K