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
SAM
1876
S.A. Mason
Michigan
$268K
MFG
1877
Monte Financial Group
Connecticut
$268K
HC
1878
Headland Capital
South Carolina
$268K
ML
1879
Mayport LLC
Massachusetts
$268K
FSA
1880
Financial Sense Advisors
California
$268K
FI
1881
Fractal Investments
Connecticut
$267K
WCWM
1882
Willow Creek Wealth Management
California
$267K
FCM
1883
Fortis Capital Management
Washington
$267K
BTD
1884
BankPlus Trust Department
Mississippi
$267K
WBC
1885
West Branch Capital
Massachusetts
$266K
WBC
1886
Westpac Banking Corp
Australia
$266K
SC
1887
Sapient Capital
Indiana
$266K
FWI
1888
Facet Wealth Inc
Maryland
$266K
VFG
1889
Victory Financial Group
Texas
$266K
LFS
1890
Legacy Financial Strategies
Kansas
$265K
ABWM
1891
Alpine Bank Wealth Management
Colorado
$265K
HPM
1892
Hoxton Planning & Management
West Virginia
$264K
AWC
1893
Abundance Wealth Counselors
Pennsylvania
$262K
CVA
1894
Central Valley Advisors
California
$261K
ACG
1895
Allen Capital Group
Nebraska
$261K
MF
1896
Manchester Financial
California
$261K
GCM
1897
Gunderson Capital Management
South Carolina
$261K
RWP
1898
Ridgecrest Wealth Partners
California
$260K
BPFA
1899
Barnes Pettey Financial Advisors
Mississippi
$259K
EIA
1900
Eldridge Investment Advisors
New Hampshire
$259K