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 %
III
1601
Independent Investors Inc
New York
$434K
SWM
1602
Shepherd Wealth Management
Ohio
$433K +$433K +1,200 New
CHAM
1603
Clear Harbor Asset Management
Connecticut
$433K
LWL
1604
Leo Wealth LLC
Texas
$432K +$432K +1,211 New
PAM
1605
Palisade Asset Management
Minnesota
$431K +$37.5K +105 +10%
AWM
1606
Angeles Wealth Management
California
$431K +$31.4K +88 +8%
SCP
1607
Sivia Capital Partners
California
$430K +$5.36K +15 +1%
KFA
1608
Kelleher Financial Advisors
New York
$430K +$430K +1,205 New
CWP
1609
Core Wealth Partners
California
$428K
PCH
1610
PGIM Custom Harvest
New Jersey
$428K -$12.5K -35 -3%
SIC
1611
Shoker Investment Counsel
Ohio
$425K
FFA
1612
Fragasso Financial Advisors
Pennsylvania
$423K +$13.9K +39 +3%
OCM
1613
Objective Capital Management
Ohio
$422K +$2.86K +8 +0.7%
LP
1614
LMR Partners
United Kingdom
$422K +$422K +1,181 +59,050%
WHCI
1615
W.H. Cornerstone Investments
Massachusetts
$421K +$74.3K +208 +21%
CWA
1616
Canvas Wealth Advisors
Kansas
$421K +$7.07K +18 +2%
NPA
1617
Nichols & Pratt Advisers
Massachusetts
$420K +$420K +1,176 New
GPW
1618
Genesis Private Wealth
Virginia
$420K -$8.21K -23 -2%
LAS
1619
LWM Advisory Services
Florida
$419K
Members Trust
1620
Members Trust
Florida
$419K -$175K -489 -29%
SSWM
1621
Strait & Sound Wealth Management
California
$419K +$17.8K +50 +4%
NG
1622
Norden Group
Utah
$418K +$86.8K +243 +26%
CFS
1623
Commonwealth Financial Services
West Virginia
$417K -$2.5K -7 -0.6%
BFG
1624
Berger Financial Group
Minnesota
$415K -$15.4K -43 -4%
VWA
1625
VSM Wealth Advisory
Maryland
$415K