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 %
EFG
1851
Embree Financial Group
Illinois
$277K +$277K +776 New
T
1852
TrueFG
Texas
$277K
FA
1853
FSA Advisors
Michigan
$276K -$30.7K -86 -10%
CWG
1854
Crown Wealth Group
North Carolina
$276K +$3.21K +9 +1%
TAP
1855
Tounjian Advisory Partners
Florida
$275K -$2.72K -10 -1%
MAM
1856
McLean Asset Management
Virginia
$275K +$275K +767 New
DLA
1857
Douglas Lane & Associates
New York
$273K -$10K -28 -4%
FC
1858
Financial Council
Maryland
$273K +$714 +2 +0.3%
TWA
1859
Talisman Wealth Advisors
New Jersey
$272K -$15.3K -43 -5%
GJIA
1860
Glass Jacobson Investment Advisors
Maryland
$271K +$258K +723 +2,066%
GG
1861
Greenwood Gearhart
Arkansas
$271K -$7.5K -21 -3%
WFS
1862
Weitzel Financial Services
Iowa
$269K +$269K +748 New
IF
1863
Intrua Financial
Texas
$268K -$6.07K -17 -2%
SAM
1864
S.A. Mason
Michigan
$268K
MFG
1865
Monte Financial Group
Connecticut
$268K +$268K +752 New
HC
1866
Headland Capital
South Carolina
$268K
ML
1867
Mayport LLC
Massachusetts
$268K -$109K -305 -29%
FSA
1868
Financial Sense Advisors
California
$268K +$268K +750 New
FI
1869
Fractal Investments
Connecticut
$267K
WCWM
1870
Willow Creek Wealth Management
California
$267K +$267K +748 New
FCM
1871
Fortis Capital Management
Washington
$267K +$267K +747 New
BTD
1872
BankPlus Trust Department
Mississippi
$267K -$2.14K -6 -0.8%
WBC
1873
West Branch Capital
Massachusetts
$266K -$134K -375 -33%
WBC
1874
Westpac Banking Corp
Australia
$266K -$12.5K -35 -4%
SC
1875
Sapient Capital
Indiana
$266K +$266K +745 New