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 %
SM
1926
Sweeney & Michel
California
$242K +$242K +670 New
IC
1927
Inscription Capital
Texas
$241K +$241K +676 New
PWP
1928
Perfromance Wealth Partners
Illinois
$241K -$57.1K -160 -19%
PGWM
1929
Pitti Group Wealth Management
New York
$241K +$241K +675 New
MSWM
1930
Mowery & Schoenfeld Wealth Management
Illinois
$241K
AG
1931
Advocate Group
Minnesota
$241K +$241K +674 New
GSIAS
1932
Garden State Investment Advisory Services
New Jersey
$240K +$240K +673 New
XWM
1933
Xcel Wealth Management
Florida
$240K +$240K +671 New
NCM
1934
Novare Capital Management
North Carolina
$239K +$239K +670 New
TBWA
1935
Three Bridge Wealth Advisors
California
$239K +$239K +670 New
KG
1936
Kilter Group
New York
$238K +$238K +668 New
SWGC
1937
Summit Wealth Group (Colorado)
Colorado
$238K +$238K +668 New
QFA
1938
Quantum Financial Advisors
California
$238K +$238K +668 New
FCFC
1939
First Citizens Financial Corp
Iowa
$238K +$238K +667 New
AFA
1940
Allium Financial Advisors
Oregon
$238K +$238K +666 New
BFS
1941
Burkett Financial Services
South Carolina
$237K -$12.5K -35 -5%
BWP
1942
BSW Wealth Partners
Colorado
$237K +$237K +664 New
FFM
1943
Flagstone Financial Management
Nebraska
$237K +$237K +664 New
GB
1944
Goepper Burkhardt
South Carolina
$237K +$237K +664 New
DWA
1945
Dorsey Wright & Associates
California
$237K +$237K +664 New
LS
1946
Leelyn Smith
Illinois
$236K +$236K +662 New
IFA
1947
Index Fund Advisors
California
$236K +$236K +660 New
GWM
1948
Grand Wealth Management
Michigan
$236K +$236K +660 New
LGG
1949
Luts & Greenleigh Group
Maryland
$235K +$235K +659 New
RCA
1950
Ranch Capital Advisors
Florida
$235K +$235K +658 New