2,299 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, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
VP
1676
Verum Partners
North Carolina
$382K
TW
1677
TritonPoint Wealth
Maryland
$381K
OFW
1678
Omnia Family Wealth
Florida
$381K
CAC
1679
Certified Advisory Corp
Florida
$380K
VAMG
1680
Voisard Asset Management Group
Michigan
$379K
ANB
1681
Amarillo National Bank
Texas
$379K
CWM
1682
Compass Wealth Management
Connecticut
$378K
GSEP
1683
Golden State Equity Partners
California
$377K
HWA
1684
Heartwood Wealth Advisors
Virginia
$376K
BMC
1685
Beaton Management Company
Massachusetts
$376K
SSW
1686
Stone Summit Wealth
Florida
$375K
B
1687
Bensler
Washington
$374K
LCWP
1688
Legacy Capital Wealth Partners
Arkansas
$374K
NCTC
1689
New Covenant Trust Company
Indiana
$373K
OL
1690
OneFund LLC
Florida
$373K
GWP
1691
Gateway Wealth Partners
Wisconsin
$373K
MHC
1692
May Hill Capital
Massachusetts
$372K
ICP
1693
Interchange Capital Partners
Pennsylvania
$372K
QPWM
1694
Quadrant Private Wealth Management
Pennsylvania
$372K
HWP
1695
Hibernia Wealth Partners
Louisiana
$370K
PWA
1696
Peterson Wealth Advisors
Utah
$369K
CWM
1697
Circle Wealth Management
New Jersey
$369K
DOA
1698
D'Orazio & Associates
Virginia
$368K
BIG
1699
Brookwood Investment Group
Arizona
$368K
NFG
1700
Nadler Financial Group
Illinois
$368K