2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
VFG
1901
Victory Financial Group
Texas
$266K
LFS
1902
Legacy Financial Strategies
Kansas
$265K
ABWM
1903
Alpine Bank Wealth Management
Colorado
$265K
HPM
1904
Hoxton Planning & Management
West Virginia
$264K
AWC
1905
Abundance Wealth Counselors
Pennsylvania
$262K
CVA
1906
Central Valley Advisors
California
$261K
ACG
1907
Allen Capital Group
Nebraska
$261K
MF
1908
Manchester Financial
California
$261K
GCM
1909
Gunderson Capital Management
South Carolina
$261K
RWP
1910
Ridgecrest Wealth Partners
California
$260K
BPFA
1911
Barnes Pettey Financial Advisors
Mississippi
$259K
EIA
1912
Eldridge Investment Advisors
New Hampshire
$259K
ECM
1913
Elgethun Capital Management
South Dakota
$259K
VCP
1914
Vista Capital Partners
Oregon
$259K
FA
1915
Fermata Advisors
California
$258K
TCOK
1916
Trust Company of Kansas
Kansas
$258K
LF
1917
Lee Financial
Texas
$258K
FCG
1918
Fielder Capital Group
Tennessee
$257K
LAM
1919
Lingohr Asset Management
Germany
$257K
CTB
1920
Country Trust Bank
Illinois
$257K
FUBT
1921
First United Bank & Trust
Maryland
$256K
SPWM
1922
Schrum Private Wealth Management
Florida
$256K
IIM
1923
Ironwood Investment Management
Massachusetts
$256K
FFA
1924
First Foundation Advisors
California
$255K
2WWM
1925
21 West Wealth Management
California
$254K