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 %
FWM
1751
Forza Wealth Management
Florida
$267K
EIP
1752
Ellis Investment Partners
Pennsylvania
$267K
PA
1753
Probity Advisors
Texas
$267K -$68.8K -253 -20%
MKA
1754
M. Kulyk & Associates
Georgia
$267K -$17.4K -64 -6%
WHCI
1755
W.H. Cornerstone Investments
Massachusetts
$264K -$19.8K -73 -7%
WP
1756
Westmount Partners
California
$264K -$4.08K -15 -2%
PWA
1757
Peterson Wealth Advisors
Utah
$261K
CWA
1758
Consilium Wealth Advisory
Texas
$260K -$272 -1 -0.1%
AFP
1759
Alpha Financial Partners
Kentucky
$260K +$272 +1 +0.1%
DAM
1760
Doheny Asset Management
California
$259K +$2.44K +9 +1%
RWP
1761
Revolve Wealth Partners
New Jersey
$259K +$10.3K +38 +4%
MWA
1762
Midland Wealth Advisors
Illinois
$258K -$4.35K -16 -2%
PGCM
1763
Prescott Group Capital Management
Oklahoma
$257K -$558K -2,053 -68%
GKFF
1764
George Kaiser Family Foundation
Oklahoma
$257K +$257K +947 New
MHC
1765
May Hill Capital
Massachusetts
$257K -$2.17K -8 -0.8%
LWM
1766
Lyell Wealth Management
California
$257K -$44K -162 -15%
BCM
1767
Boltwood Capital Management
California
$257K +$257K +945 New
BWM
1768
BKM Wealth Management
Wisconsin
$256K
BP
1769
BWM Planning
Texas
$256K +$1.36K +5 +0.5%
AF
1770
Apexium Financial
Texas
$256K +$22.8K +84 +10%
CPRC
1771
Consolidated Portfolio Review Corp
New York
$256K +$83.7K +308 +49%
CCA
1772
Childress Capital Advisors
Texas
$256K -$60.4K -222 -19%
MAC
1773
Mason & Associates (California)
California
$256K +$256K +940 New
NRW
1774
Nova R Wealth
Kansas
$255K +$27.7K +102 +12%
WDA
1775
Wendell David Associates
New Hampshire
$255K