2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
CCG
1751
Catalina Capital Group
California
$347K
FWM
1752
Forza Wealth Management
Florida
$347K
RFS
1753
Retirement Financial Solutions
Tennessee
$347K
BP
1754
BWM Planning
Texas
$345K
PEA
1755
Park Edge Advisors
Ohio
$343K
CPRC
1756
Consolidated Portfolio Review Corp
New York
$342K
CPW
1757
Cove Private Wealth
New York
$341K
IWP
1758
Invenio Wealth Partners
Florida
$339K
TDC
1759
Thompson Davis & Co
Virginia
$339K
BOM
1760
Bank of Marin
California
$339K
EFA
1761
Evernest Financial Advisors
Indiana
$338K
CIS
1762
Capital International Sarl
California
$338K
RIA
1763
Regal Investment Advisors
Michigan
$337K
TF
1764
Tudor Financial
Ohio
$337K
JCM
1765
Jacobsen Capital Management
Utah
$337K
BWM
1766
BKM Wealth Management
Wisconsin
$336K
RWM
1767
RMG Wealth Management
Wisconsin
$336K
MAC
1768
Mason & Associates (California)
California
$336K
NRW
1769
Nova R Wealth
Kansas
$335K
SWMG
1770
Sanchez Wealth Management Group
Florida
$335K
WDA
1771
Wendell David Associates
New Hampshire
$334K
JF
1772
Joule Financial
Kentucky
$333K
ARC
1773
Advisor Resource Council
Texas
$332K
DDPIC
1774
Deroy & Devereaux Private Investment Counsel
Michigan
$332K
Empower Advisory Group
1775
Empower Advisory Group
Colorado
$331K