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 %
CAWM
1576
Capital Advisors Wealth Management
Washington
$454K +$3.57K +10 +0.8%
KBFS
1577
Kohmann Bosshard Financial Services
Ohio
$453K +$64.3K +180 +17%
LC
1578
Landaas & Company
Wisconsin
$453K -$77.9K -218 -15%
PWW
1579
Pettyjohn Wood & White
Virginia
$450K +$183K +514 +69%
LJHT
1580
Laurie J. Hall Trustee
$450K
BWM
1581
BCS Wealth Management
Tennessee
$449K +$86.7K +243 +24%
FFG
1582
Fiduciary Financial Group
California
$448K +$3.91K +11 +0.9%
WHC
1583
Wulff, Hansen & Co
California
$448K
SIM
1584
Sentry Investment Management
Wisconsin
$448K
SB
1585
Sunflower Bank
Texas
$448K -$9.28K -26 -2%
HFP
1586
Holistic Financial Partners
Indiana
$447K +$3.21K +9 +0.7%
NHC
1587
Nicholas Hoffman & Company
Georgia
$447K -$25.7K -72 -5%
TCM
1588
Traynor Capital Management
Pennsylvania
$446K +$148K +418 +50%
DC
1589
Diametric Capital
Massachusetts
$442K +$442K +1,238 New
KCM
1590
Kathmere Capital Management
Pennsylvania
$442K -$6.43K -18 -1%
DE
1591
Diversified Enterprises
Delaware
$441K -$6.42K -18 -1%
SWA
1592
Strategies Wealth Advisors
Michigan
$441K -$764K -2,139 -63%
LAS
1593
Legacy Advisory Services
Pennsylvania
$439K
CH
1594
Cromwell Holdings
Wyoming
$438K
HPA
1595
High Probability Advisors
New York
$438K
WDG
1596
Wealth Dimensions Group
Ohio
$438K
AI
1597
Accredited Investors
Minnesota
$436K +$436K +1,221 New
FFA
1598
Fortune Financial Advisors
Kansas
$436K -$5.36K -15 -1%
AO
1599
Advisor OS
Illinois
$435K -$163K -457 -27%
CF
1600
Centaurus Financial
California
$435K +$7.49K +21 +2%