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 %
FWI
1876
Facet Wealth Inc
Maryland
$266K +$266K +691 New
VFG
1877
Victory Financial Group
Texas
$266K -$2.86K -8 -1%
LFS
1878
Legacy Financial Strategies
Kansas
$265K -$2.14K -6 -0.8%
ABWM
1879
Alpine Bank Wealth Management
Colorado
$265K
HPM
1880
Hoxton Planning & Management
West Virginia
$264K +$264K +739 New
AWC
1881
Abundance Wealth Counselors
Pennsylvania
$262K -$30.7K -86 -10%
CVA
1882
Central Valley Advisors
California
$261K +$261K +732 New
ACG
1883
Allen Capital Group
Nebraska
$261K +$261K +732 New
MF
1884
Manchester Financial
California
$261K +$261K +731 New
GCM
1885
Gunderson Capital Management
South Carolina
$261K +$261K +730 New
RWP
1886
Ridgecrest Wealth Partners
California
$260K +$260K +728 New
BPFA
1887
Barnes Pettey Financial Advisors
Mississippi
$259K +$259K +726 New
EIA
1888
Eldridge Investment Advisors
New Hampshire
$259K +$259K +726 New
ECM
1889
Elgethun Capital Management
South Dakota
$259K
VCP
1890
Vista Capital Partners
Oregon
$259K +$259K +725 New
FA
1891
Fermata Advisors
California
$258K -$477K -1,335 -65%
TCOK
1892
Trust Company of Kansas
Kansas
$258K +$258K +722 New
LF
1893
Lee Financial
Texas
$258K +$258K +722 New
FCG
1894
Fielder Capital Group
Tennessee
$257K +$257K +721 New
LAM
1895
Lingohr Asset Management
Germany
$257K +$257K +720 New
CTB
1896
Country Trust Bank
Illinois
$257K
FUBT
1897
First United Bank & Trust
Maryland
$256K
SPWM
1898
Schrum Private Wealth Management
Florida
$256K +$256K +718 New
IIM
1899
Ironwood Investment Management
Massachusetts
$256K +$256K +716 New
FFA
1900
First Foundation Advisors
California
$255K +$255K +714 New