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 %
2WWM
1901
21 West Wealth Management
California
$254K +$254K +711 New
FA
1902
Fountainhead AM
New Jersey
$254K +$254K +711 New
CCA
1903
Cottonwood Capital Advisors
Utah
$253K +$253K +708 New
CIP
1904
Convergence Investment Partners
Florida
$252K -$13.9K -39 -5%
KCPG
1905
Kavar Capital Partners Group
Kansas
$252K +$252K +705 New
VBA
1906
von Borstel & Associates
Oregon
$251K +$769 +2 +0.3%
AIMCA
1907
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$250K +$250K +700 New
PAM
1908
Peak Asset Management
Colorado
$250K +$250K +700 New
OBWG
1909
Onyx Bridge Wealth Group
New York
$250K +$250K +700 New
CIAS
1910
CBIZ Investment Advisory Services
Ohio
$249K -$9.99K -28 -4%
AA
1911
Advisory Alpha
Michigan
$249K +$249K +698 New
SCA
1912
Sandy Cove Advisors
Massachusetts
$249K +$249K +698 New
ACM
1913
Aster Capital Management
United Arab Emirates
$248K -$1.77M -4,950 -88%
NWWA
1914
New Wave Wealth Advisors
Arkansas
$247K +$247K +693 New
IPW
1915
Inlet Private Wealth
Florida
$247K +$247K +692 New
DWM
1916
Daner Wealth Management
Georgia
$247K +$247K +679 New
GIA
1917
GHP Investment Advisors
Colorado
$246K
SFS
1918
Sharp Financial Services
Pennsylvania
$246K -$140K -391 -36%
GKIM
1919
GW&K Investment Management
Massachusetts
$244K +$17.8K +50 +8%
WAM
1920
Weatherly Asset Management
California
$243K +$243K +682 New
DPI
1921
Diversified Portfolios Inc
Michigan
$243K +$243K +681 New
BGAI
1922
Bruce G. Allen Investments
Colorado
$243K +$7.5K +21 +3%
AL
1923
Aspiriant LLC
California
$242K -$43.2K -121 -15%
PCA
1924
Peddock Capital Advisors
Massachusetts
$242K +$242K +678 New
CCG
1925
Chatham Capital Group
Georgia
$242K +$242K +677 New