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
29.37%
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 %
SIS
1901
Sound Income Strategies
Florida
$190K -$4.35K -16 -2%
GIA
1902
GHP Investment Advisors
Colorado
$187K -$1.36K -5 -0.7%
MSWM
1903
Mowery & Schoenfeld Wealth Management
Illinois
$183K
TFM
1904
TFC Financial Management
Massachusetts
$183K -$21.5K -79 -11%
CM
1905
Capula Management
Cayman Islands
$180K +$92.2K +339 +105%
CWC
1906
Carolinas Wealth Consulting
North Carolina
$180K -$84.3K -310 -32%
HBW
1907
Hazlett, Burt & Watson
West Virginia
$180K +$7.71K +28 +4%
BGAI
1908
Bruce G. Allen Investments
Colorado
$179K +$23.9K +88 +15%
Winslow Capital Management
1909
Winslow Capital Management
Minnesota
$177K -$319M -1,174,158 -100%
VBA
1910
von Borstel & Associates
Oregon
$176K -$541 -2 -0.3%
PB
1911
Pinnacle Bancorp
Nebraska
$176K
BWM
1912
Bernard Wealth Management
Michigan
$173K
GKIM
1913
GW&K Investment Management
Massachusetts
$172K +$2.44K +9 +1%
CTC
1914
Cetera Trust Company
Minnesota
$169K
SC
1915
Steph & Co
Wisconsin
$168K -$5.44K -20 -3%
GWP
1916
Gen-Wealth Partners
Michigan
$165K -$106K -389 -39%
RTC
1917
Riverview Trust Company
Washington
$164K -$2.18K -8 -1%
BLC
1918
Brown, Lisle/Cummings
Rhode Island
$164K +$4.08K +15 +3%
GTAM
1919
Global Trust Asset Management
Florida
$159K +$118K +435 +290%
RMC
1920
Resources Management Corp
Connecticut
$156K
LWCFA
1921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K
BC
1922
Barrett & Company
Rhode Island
$154K
OA
1923
Operose Advisors
Wisconsin
$154K
WTFG
1924
Wood Tarver Financial Group
Idaho
$153K
PAM
1925
Parvin Asset Management
South Dakota
$150K +$5.44K +20 +4%