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 %
SIA
1776
SeaBridge Investment Advisors
New Jersey
$316K
NAS
1777
NWF Advisory Services
California
$316K +$19.6K +55 +7%
FWA
1778
FSM Wealth Advisors
Ohio
$315K +$35.5K +99 +13%
CJ
1779
Caitlin John
Michigan
$315K +$315K +883 New
TWM
1780
Thrive Wealth Management
Pennsylvania
$315K -$6.78K -19 -2%
GWA
1781
Gratus Wealth Advisors
Virginia
$314K +$32.8K +92 +12%
TIA
1782
Tandem Investment Advisors
South Carolina
$314K +$314K +880 New
KFP
1783
KMG Fiduciary Partners
Ohio
$314K
HW
1784
HORAN Wealth
Ohio
$312K +$312K +875 New
GIP
1785
Greatmark Investment Partners
Georgia
$312K +$312K +873 New
CBT
1786
Central Bank & Trust
Kentucky
$311K
AIM
1787
Athena Investment Management
California
$311K -$11.8K -33 -4%
JGUA
1788
John G. Ullman & Associates
New York
$310K
FSCM
1789
Front Street Capital Management
Montana
$309K -$8.57K -24 -3%
GWM
1790
Greenwich Wealth Management
Connecticut
$308K +$715 +2 +0.2%
MPM
1791
MBB Public Markets
Illinois
$308K -$963K -2,698 -76%
MAA
1792
Matrix Asset Advisors
New York
$308K
HCM
1793
Hengehold Capital Management
Ohio
$307K
MFP
1794
Meridian Financial Partners
Virginia
$307K +$357 +1 +0.1%
SFG
1795
SNS Financial Group
Minnesota
$306K +$21.8K +61 +8%
ICM
1796
IMS Capital Management
Oregon
$305K
CPA
1797
Capital Performance Advisors
California
$304K -$28.2K -79 -8%
EIA
1798
Edgemoor Investment Advisors
Maryland
$304K +$6.07K +17 +2%
RFO
1799
RiverGlades Family Offices
Florida
$303K
RIM
1800
Redwood Investment Management
Arizona
$303K +$303K +850 New