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 %
NFG
1726
Nadler Financial Group
Illinois
$280K
PIA
1727
Panoramic Investment Advisors
Colorado
$280K
TWM
1728
TriaGen Wealth Management
California
$279K
DFP
1729
Defined Financial Planning
California
$279K
AIM
1730
Avity Investment Management
Connecticut
$279K
TAP
1731
Tounjian Advisory Partners
Florida
$278K +$278K +1,022 New
VP
1732
Verum Partners
North Carolina
$277K +$1.63K +6 +0.6%
ICP
1733
Interchange Capital Partners
Pennsylvania
$277K +$73.4K +270 +36%
PFA
1734
Pure Financial Advisors
California
$277K +$277K +1,017 New
C
1735
Certuity
Florida
$276K -$32.1K -118 -10%
BWM
1736
BCS Wealth Management
Tennessee
$276K
DOA
1737
D'Orazio & Associates
Virginia
$276K
CWA
1738
Centennial Wealth Advisory
Michigan
$275K +$16K +59 +6%
ACC
1739
Acorn Creek Capital
Colorado
$274K -$41.6K -153 -13%
JFGIW
1740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K +$27.7K +102 +11%
AG
1741
AlTi Global
New York
$274K -$55.3K -204 -17%
UCB
1742
United Community Bank
South Carolina
$273K +$42.7K +157 +19%
RW
1743
Rede Wealth
Virginia
$273K +$2.18K +8 +0.8%
BAM
1744
BOCHK Asset Management
Hong Kong
$272K -$299K -1,100 -52%
CPC
1745
Congress Park Capital
New York
$272K -$54.4K -200 -17%
T
1746
Transce3nd
Texas
$272K -$10.3K -38 -4%
AAMC
1747
Asset Allocation & Management Company
Illinois
$271K
MAP
1748
Moody Aldrich Partners
Massachusetts
$269K
AFT
1749
Alpha Family Trust
California
$268K
WCA
1750
Westover Capital Advisors
Delaware
$267K