2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.36%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Shares
Change %
CSI
1851
Cross Staff Investments
New York
$223K
CWA
1852
Cascade Wealth Advisors
Washington
$221K
SFS
1853
Symphony Financial Services
Ohio
$221K +$4.62K +17 +2%
PTB
1854
Pioneer Trust Bank
Oregon
$220K
HWA
1855
HHM Wealth Advisors
Tennessee
$220K +$12.8K +47 +6%
ACA
1856
Affinity Capital Advisors
California
$220K
TWA
1857
Talisman Wealth Advisors
New Jersey
$219K -$18.5K -68 -8%
BIA
1858
Beacon Investment Advisors
Maryland
$219K +$20.1K +74 +10%
LA
1859
LVW Advisors
New York
$219K +$32.6K +120 +18%
CCA
1860
Cadent Capital Advisors
Oklahoma
$218K
AL
1861
Aspiriant LLC
California
$217K -$53K -195 -20%
BAM
1862
BOS Asset Management
Illinois
$217K
SFG
1863
SNS Financial Group
Minnesota
$216K +$216K +795 New
DLA
1864
Douglas Lane & Associates
New York
$216K -$52.5K -193 -20%
WCM
1865
Weaver Capital Management
Georgia
$215K +$215K +792 New
MCM
1866
Mendel Capital Management
Arkansas
$215K -$194K -714 -47%
GWA
1867
Gratus Wealth Advisors
Virginia
$214K
FWA
1868
FSM Wealth Advisors
Ohio
$212K +$18.8K +69 +10%
GC
1869
Gibson Capital
Pennsylvania
$212K +$544 +2 +0.3%
WBC
1870
Westpac Banking Corp
Australia
$212K +$29.4K +108 +16%
GG
1871
Greenwood Gearhart
Arkansas
$212K +$2.45K +9 +1%
T
1872
TrueFG
Texas
$211K
AB
1873
Atlas Brown
Kentucky
$211K -$2.45K -9 -1%
CIAS
1874
CFS Investment Advisory Services
New Jersey
$210K +$18.8K +69 +10%
IF
1875
Intrua Financial
Texas
$209K +$6.8K +25 +3%