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 %
PA
1726
Probity Advisors
Texas
$349K -$1.07K -3 -0.3%
LWM
1727
Lyell Wealth Management
California
$348K +$10.7K +30 +3%
OP
1728
ORG Partners
Indiana
$347K +$59.7K +168 +21%
CCG
1729
Catalina Capital Group
California
$347K -$115K -322 -25%
FWM
1730
Forza Wealth Management
Florida
$347K -$4.28K -12 -1%
RFS
1731
Retirement Financial Solutions
Tennessee
$347K -$44.6K -125 -11%
BP
1732
BWM Planning
Texas
$345K +$8.21K +23 +2%
PEA
1733
Park Edge Advisors
Ohio
$343K -$574K -1,607 -63%
CPRC
1734
Consolidated Portfolio Review Corp
New York
$342K +$6.07K +17 +2%
CPW
1735
Cove Private Wealth
New York
$341K +$341K +956 New
IWP
1736
Invenio Wealth Partners
Florida
$339K +$76.8K +215 +29%
JSAM
1737
J. Safra Asset Management
New York
$339K +$45.6K +129 +16%
TDC
1738
Thompson Davis & Co
Virginia
$339K -$143K -400 -30%
BOM
1739
Bank of Marin
California
$339K +$31.1K +87 +10%
EFA
1740
Evernest Financial Advisors
Indiana
$338K +$338K +948 New
CIS
1741
Capital International Sarl
California
$338K +$30.7K +86 +10%
RIA
1742
Regal Investment Advisors
Michigan
$337K -$1.01M -2,840 -75%
TF
1743
Tudor Financial
Ohio
$337K +$36.4K +102 +12%
JCM
1744
Jacobsen Capital Management
Utah
$337K +$66.4K +186 +25%
BWM
1745
BKM Wealth Management
Wisconsin
$336K -$357 -1 -0.1%
RWM
1746
RMG Wealth Management
Wisconsin
$336K +$336K +879 New
MAC
1747
Mason & Associates (California)
California
$336K
NRW
1748
Nova R Wealth
Kansas
$335K
SWMG
1749
Sanchez Wealth Management Group
Florida
$335K +$1.07K +3 +0.3%
WDA
1750
Wendell David Associates
New Hampshire
$334K