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
CJ
1801
Caitlin John
Michigan
$315K
TWM
1802
Thrive Wealth Management
Pennsylvania
$315K
GWA
1803
Gratus Wealth Advisors
Virginia
$314K
TIA
1804
Tandem Investment Advisors
South Carolina
$314K
KFP
1805
KMG Fiduciary Partners
Ohio
$314K
HW
1806
HORAN Wealth
Ohio
$312K
GIP
1807
Greatmark Investment Partners
Georgia
$312K
CBT
1808
Central Bank & Trust
Kentucky
$311K
AIM
1809
Athena Investment Management
California
$311K
JGUA
1810
John G. Ullman & Associates
New York
$310K
FSCM
1811
Front Street Capital Management
Montana
$309K
GWM
1812
Greenwich Wealth Management
Connecticut
$308K
MPM
1813
MBB Public Markets
Illinois
$308K
MAA
1814
Matrix Asset Advisors
New York
$308K
HCM
1815
Hengehold Capital Management
Ohio
$307K
MFP
1816
Meridian Financial Partners
Virginia
$307K
SFG
1817
SNS Financial Group
Minnesota
$306K
ICM
1818
IMS Capital Management
Oregon
$305K
CPA
1819
Capital Performance Advisors
California
$304K
EIA
1820
Edgemoor Investment Advisors
Maryland
$304K
RFO
1821
RiverGlades Family Offices
Florida
$303K
RIM
1822
Redwood Investment Management
Arizona
$303K
JWBC
1823
J.W. Burns & Co
New York
$303K
IAMOG
1824
Investors Asset Management of Georgia
Georgia
$303K
FAN
1825
Financial Advisors Network
California
$302K