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 %
OFG
1951
Opulen Financial Group
Virginia
$235K +$235K +657 New
FFO
1952
Fiduciary Family Office
Florida
$234K +$234K +656 New
SP
1953
Sequent Planning
Nebraska
$233K +$233K +653 New
FFA
1954
Fi3 Financial Advisors
Indiana
$233K +$233K +653 New
CIP
1955
Capital Insight Partners
Arizona
$232K +$232K +651 New
TFG
1956
Taylor Financial Group
Virginia
$232K +$232K +650 New
PWG
1957
Portside Wealth Group
Utah
$231K +$231K +646 New
RCP
1958
Rothschild Capital Partners
New York
$230K -$96.4K -270 -30%
GCP
1959
Gill Capital Partners
Colorado
$230K +$230K +645 New
JHCP
1960
Jackson Hole Capital Partners
Oklahoma
$230K +$230K +645 New
MSAM
1961
Moloney Securities Asset Management
Missouri
$230K +$230K +643 New
VC
1962
Veracity Capital
Georgia
$228K +$228K +638 New
TFA
1963
Tobias Financial Advisors
Florida
$227K +$227K +636 New
PB
1964
Pinnacle Bancorp
Nebraska
$227K -$4.28K -12 -2%
BWM
1965
Bernard Wealth Management
Michigan
$227K
HFS
1966
Heritage Financial Services
Massachusetts
$226K +$226K +634 New
SW
1967
SteelPeak Wealth
California
$226K -$1.07M -2,994 -83%
AWG
1968
Altus Wealth Group
Colorado
$225K +$225K +631 New
ODIJL
1969
One Day In July LLC
Vermont
$225K +$225K +630 New
CPP
1970
Capasso Planning Partners
South Carolina
$224K +$224K +628 New
KMWM
1971
Keudell/Morrison Wealth Management
Oregon
$224K +$224K +627 New
FI
1972
Financial Insights
Washington
$223K +$223K +624 New
EPM
1973
Elm Partners Management
Pennsylvania
$222K +$222K +623 New
HR
1974
Hardy Reed
Mississippi
$222K -$50.3K -141 -18%
EL
1975
EWA LLC
Pennsylvania
$221K +$221K +620 New