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
29.36%
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 %
PWA
1926
Provenance Wealth Advisors
Florida
$146K -$119K -436 -45%
AW
1927
Avion Wealth
Texas
$142K
GG
1928
Gleason Group
Kentucky
$141K +$543 +2 +0.4%
DCBT
1929
Dakota Community Bank & Trust
North Dakota
$139K
MIA
1930
MeadowBrook Investment Advisors
Michigan
$139K +$5.44K +20 +4%
RFA
1931
Reyes Financial Architecture
California
$136K
TC
1932
Truvestments Capital
Florida
$129K +$7.06K +26 +6%
PWMG
1933
Private Wealth Management Group
New Jersey
$128K
FFO
1934
Fortitude Family Office
Arizona
$121K -$6.8K -25 -5%
TIM
1935
Tortoise Investment Management
New York
$119K +$19.3K +71 +19%
WPA
1936
Wealth Preservation Advisors
Tennessee
$119K +$119K +437 New
JGIA
1937
Jackson Grant Investment Advisers
Connecticut
$118K
HWM
1938
Hemington Wealth Management
Virginia
$116K +$6.51K +24 +6%
HC
1939
Hoese & Co
Minnesota
$116K
PSB
1940
Piscataqua Savings Bank
New Hampshire
$116K
MAM
1941
Meeder Asset Management
Ohio
$114K +$58.7K +216 +107%
PFSC
1942
Peoples Financial Services Corp
Pennsylvania
$113K -$1.36K -5 -1%
FPB
1943
First PREMIER Bank
South Dakota
$112K -$1.63K -6 -1%
SHF
1944
Safe Harbor Fiduciary
Florida
$110K
ATC
1945
Adirondack Trust Company
New York
$109K -$544 -2 -0.5%
KB
1946
Kimelman & Baird
New York
$105K -$57.1K -210 -35%
CWM
1947
Centricity Wealth Management
Ohio
$104K -$54.9K -202 -35%
TFIPS
1948
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K
AG
1949
AmeriFlex Group
Nevada
$103K -$59.8K -220 -37%
BA
1950
Bellwether Advisors
Nebraska
$101K