2,299 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, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
NWWA
1926
New Wave Wealth Advisors
Arkansas
$247K
IPW
1927
Inlet Private Wealth
Florida
$247K
DWM
1928
Daner Wealth Management
Georgia
$247K
GIA
1929
GHP Investment Advisors
Colorado
$246K
SFS
1930
Sharp Financial Services
Pennsylvania
$246K
GKIM
1931
GW&K Investment Management
Massachusetts
$244K
WAM
1932
Weatherly Asset Management
California
$243K
DPI
1933
Diversified Portfolios Inc
Michigan
$243K
BGAI
1934
Bruce G. Allen Investments
Colorado
$243K
AL
1935
Aspiriant LLC
California
$242K
PCA
1936
Peddock Capital Advisors
Massachusetts
$242K
CCG
1937
Chatham Capital Group
Georgia
$242K
SM
1938
Sweeney & Michel
California
$242K
IC
1939
Inscription Capital
Texas
$241K
PWP
1940
Perfromance Wealth Partners
Illinois
$241K
PGWM
1941
Pitti Group Wealth Management
New York
$241K
MSWM
1942
Mowery & Schoenfeld Wealth Management
Illinois
$241K
AG
1943
Advocate Group
Minnesota
$241K
GSIAS
1944
Garden State Investment Advisory Services
New Jersey
$240K
XWM
1945
Xcel Wealth Management
Florida
$240K
NCM
1946
Novare Capital Management
North Carolina
$239K
TBWA
1947
Three Bridge Wealth Advisors
California
$239K
KG
1948
Kilter Group
New York
$238K
QFA
1949
Quantum Financial Advisors
California
$238K
SWGC
1950
Summit Wealth Group (Colorado)
Colorado
$238K