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 %
TH
1701
TCTC Holdings
Texas
$291K +$10.9K +40 +4%
SPF
1702
South Plains Financial
Texas
$290K +$72.8K +268 +34%
CAC
1703
Certified Advisory Corp
Florida
$289K -$6.8K -25 -2%
ANB
1704
Amarillo National Bank
Texas
$288K
O3W
1705
Omni 360 Wealth
New Jersey
$288K -$32.6K -120 -10%
CWM
1706
Compass Wealth Management
Connecticut
$288K
PMFA
1707
Plante Moran Financial Advisors
Michigan
$288K -$23.1K -85 -7%
BMC
1708
Beaton Management Company
Massachusetts
$287K
BW
1709
BIP Wealth
Georgia
$287K -$34.2K -126 -11%
OL
1710
OneFund LLC
Florida
$287K
ML
1711
Mayport LLC
Massachusetts
$287K +$287K +1,055 New
HWA
1712
Heartwood Wealth Advisors
Virginia
$287K -$12.5K -46 -4%
SSW
1713
Stone Summit Wealth
Florida
$285K -$30.2K -111 -10%
VAMG
1714
Voisard Asset Management Group
Michigan
$285K +$544 +2 +0.2%
B
1715
Bensler
Washington
$285K -$816 -3 -0.3%
CWM
1716
Circle Wealth Management
New Jersey
$285K +$3.53K +13 +1%
M
1717
MOTCO
Texas
$283K -$6.8K -25 -2%
EP
1718
Edgestream Partners
New Jersey
$282K -$538K -1,980 -66%
SSWM
1719
Sheets Smith Wealth Management
North Carolina
$282K
TW
1720
TritonPoint Wealth
Maryland
$282K +$10.6K +39 +4%
CWA
1721
Canvas Wealth Advisors
Kansas
$281K -$20K -75 -7%
OL
1722
Optas LLC
Texas
$281K -$17.9K -66 -6%
FCM
1723
Fourpath Capital Management
Oklahoma
$281K +$44.6K +164 +19%
WGC
1724
Watts Gwilliam & Co
Arizona
$280K
MHR
1725
Matthew Hamilton Rosenberg
$280K -$8.43K -31 -3%