2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
MA
1651
MJP Associates
Connecticut
$411K
CG
1652
Clifford Group
Massachusetts
$410K
SSWM
1653
Sheets Smith Wealth Management
North Carolina
$409K
NIA
1654
NIA Impact Advisors
California
$407K
PIP
1655
Peachtree Investment Partners
Florida
$407K
LWM
1656
Lakeridge Wealth Management
Ohio
$406K
GSWA
1657
Good Steward Wealth Advisors
Tennessee
$406K
RL
1658
Retireful LLC
Michigan
$405K
CS
1659
Cannell & Spears
New York
$404K
AIM
1660
Anchor Investment Management
South Carolina
$402K
UCB
1661
United Community Bank
South Carolina
$402K
BW
1662
BIP Wealth
Georgia
$400K
WP
1663
Westmount Partners
California
$399K
CCFCSB
1664
Cape Cod Five Cents Savings Bank
Massachusetts
$399K
PMFA
1665
Plante Moran Financial Advisors
Michigan
$398K
CIAS
1666
CFS Investment Advisory Services
New Jersey
$396K
PAG
1667
Paladin Advisory Group
Iowa
$396K
LPFG
1668
Landing Point Financial Group
Ohio
$395K
WIS
1669
Wright Investors Service
Connecticut
$394K
RB
1670
Renasant Bank
Mississippi
$393K
HKIM
1671
Hayek Kallen Investment Management
Alabama
$391K
PTC
1672
Philadelphia Trust Company
Pennsylvania
$391K
MFC
1673
Mechanics Financial Corp
Ohio
$391K
JFGIW
1674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$391K
ICP
1675
Impact Capital Partners
Colorado
$390K