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 %
LC
1626
Lincoln Capital
Nebraska
$415K
BWM
1627
BigSur Wealth Management
Florida
$413K +$13.2K +37 +3%
MCCA
1628
Mill Creek Capital Advisors
Pennsylvania
$413K -$5.71K -16 -1%
MSE
1629
MUFG Securities EMEA
United Kingdom
$413K +$413K +1,156 New
TC
1630
TownSquare Capital
Utah
$412K -$4.17M -11,680 -91%
MA
1631
MJP Associates
Connecticut
$411K +$21.4K +60 +5%
CG
1632
Clifford Group
Massachusetts
$410K
SSWM
1633
Sheets Smith Wealth Management
North Carolina
$409K +$38.2K +107 +10%
NIA
1634
NIA Impact Advisors
California
$407K -$1.07K -3 -0.3%
PIP
1635
Peachtree Investment Partners
Florida
$407K -$178K -500 -31%
LWM
1636
Lakeridge Wealth Management
Ohio
$406K -$14.3K -40 -3%
GSWA
1637
Good Steward Wealth Advisors
Tennessee
$406K -$41.8K -117 -9%
RL
1638
Retireful LLC
Michigan
$405K +$405K +1,134 New
CS
1639
Cannell & Spears
New York
$404K -$1.07K -3 -0.3%
AIM
1640
Anchor Investment Management
South Carolina
$402K -$78.5K -220 -16%
UCB
1641
United Community Bank
South Carolina
$402K +$42.8K +120 +12%
BW
1642
BIP Wealth
Georgia
$400K +$23.2K +65 +6%
WP
1643
Westmount Partners
California
$399K +$52.8K +148 +15%
PMFA
1644
Plante Moran Financial Advisors
Michigan
$398K +$19.6K +55 +5%
CIAS
1645
CFS Investment Advisory Services
New Jersey
$396K +$120K +337 +44%
PAG
1646
Paladin Advisory Group
Iowa
$396K +$5.71K +16 +1%
LPFG
1647
Landing Point Financial Group
Ohio
$395K +$714 +2 +0.2%
WIS
1648
Wright Investors Service
Connecticut
$394K -$16.4K -46 -4%
RB
1649
Renasant Bank
Mississippi
$393K -$926K -2,595 -70%
O3W
1650
Omni 360 Wealth
New Jersey
$392K +$13.6K +38 +4%