2,299 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, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
AWA
1826
Arete Wealth Advisors
Illinois
$294K
CSI
1827
Cross Staff Investments
New York
$293K
CPWA
1828
Cerro Pacific Wealth Advisors
California
$291K
IA
1829
Intellus Advisors
Florida
$291K
LF
1830
Lantz Financial
Illinois
$290K
SFC
1831
SYM Financial Corp
Indiana
$290K
CWA
1832
Cascade Wealth Advisors
Washington
$290K
PTB
1833
Pioneer Trust Bank
Oregon
$289K
HWA
1834
HHM Wealth Advisors
Tennessee
$289K
WCM
1835
Weaver Capital Management
Georgia
$288K
QFW
1836
QTR Family Wealth
Florida
$288K
BIA
1837
Beacon Investment Advisors
Maryland
$288K
PIA
1838
Perennial Investment Advisors
California
$288K
GL
1839
Gerber LLC
Ohio
$288K
KJHP
1840
K.J. Harrison & Partners
Ontario, Canada
$287K
NRC
1841
New Republic Capital
North Carolina
$287K
BWS
1842
Broadway Wealth Solutions
Texas
$286K
CWM
1843
Cahaba Wealth Management
Georgia
$286K
BAM
1844
BOS Asset Management
Illinois
$286K
CCA
1845
Cadent Capital Advisors
Oklahoma
$286K
APW
1846
Austin Private Wealth
Texas
$285K
SC
1847
Steph & Co
Wisconsin
$285K
AB
1848
Atlas Brown
Kentucky
$285K
BAM
1849
BOCHK Asset Management
Hong Kong
$285K
KA
1850
Klingman & Associates
New York
$284K