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 %
NG
1601
Novem Group
New York
$350K -$13.6K -50 -4%
GWP
1602
Gateway Wealth Partners
Wisconsin
$350K +$55.7K +205 +19%
ACM
1603
Andina Capital Management
Utah
$350K -$200K -734 -36%
MM
1604
MQS Management
New York
$349K +$349K +1,285 New
NS
1605
NBC Securities
Alabama
$349K +$349K +1,285 +128,500%
SB
1606
Sunflower Bank
Texas
$348K -$7.07K -26 -2%
FWM
1607
Focused Wealth Management
New York
$347K
BFA
1608
Beaumont Financial Advisors
Massachusetts
$346K -$25.6K -94 -7%
JF
1609
Joule Financial
Kentucky
$346K
RFN
1610
RDA Financial Network
Iowa
$345K +$14.4K +53 +4%
CAWM
1611
Capital Advisors Wealth Management
Washington
$343K +$272 +1 +0.1%
LJHT
1612
Laurie J. Hall Trustee
$343K
EI
1613
Ellevest Inc
New York
$342K +$6.25K +23 +2%
WHC
1614
Wulff, Hansen & Co
California
$341K -$73.4K -270 -18%
KCM
1615
Kathmere Capital Management
Pennsylvania
$341K +$45.1K +166 +15%
RZH
1616
Relyea Zuckerberg Hanson
Connecticut
$341K +$21.5K +79 +7%
DE
1617
Diversified Enterprises
Delaware
$341K +$44.6K +164 +15%
APW
1618
Austin Private Wealth
Texas
$341K +$57.9K +213 +20%
GSWA
1619
Good Steward Wealth Advisors
Tennessee
$341K +$341K +1,253 New
MFC
1620
Mechanics Financial Corp
Ohio
$340K -$177K -650 -34%
CWP
1621
Cyndeo Wealth Partners
Florida
$340K -$1.36K -5 -0.4%
FFG
1622
Fiduciary Financial Group
California
$339K +$42.2K +156 +14%
HFP
1623
Holistic Financial Partners
Indiana
$338K -$28.3K -104 -8%
SPA
1624
Sherbrooke Park Advisers
New York
$337K +$337K +1,239 New
PCH
1625
PGIM Custom Harvest
New Jersey
$336K -$9.79K -36 -3%