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
29.37%
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 %
CAM
1951
Costello Asset Management
Pennsylvania
$101K +$27.2K +100 +37%
USB
1952
Union Savings Bank
Connecticut
$100K
BL
1953
BFSG LLC
California
$97.9K +$3.26K +12 +3%
KA
1954
Kozak & Associates
Colorado
$96.4K
RS
1955
Rakuten Securities
Japan
$95.1K -$3.26K -12 -3%
CGA
1956
Compound Global Advisors
Washington
$95.1K +$95.1K +350 New
SCA
1957
Stuart Chaussee & Associates
California
$93.8K
WF
1958
Wayfinding Financial
Washington
$89K +$89K +331 New
HIW
1959
Holos Integrated Wealth
Pennsylvania
$88.3K
RBC
1960
Roble Belko & Company
Pennsylvania
$88K +$6.52K +24 +8%
CG
1961
Curat Global
New Hampshire
$85.9K +$85.9K +316 New
MCM
1962
MV Capital Management
Maryland
$85.6K -$1.36K -5 -2%
AAG
1963
Armstrong Advisory Group
Massachusetts
$85.3K
DMBA
1964
Deseret Mutual Benefit Administrators
Utah
$84.5K
VWM
1965
Valley Wealth Managers
New Jersey
$82.6K
BCMLT
1966
Beacon Capital Management LLC (Tennessee)
Tennessee
$82.4K +$2.45K +9 +3%
BCM
1967
Berbice Capital Management
New York
$81.5K +$40.8K +150 +100%
PW
1968
Pandora Wealth
Illinois
$81.5K +$81.5K +300 New
AT
1969
Avalon Trust
New Mexico
$80.6K +$13.6K +50 +20%
CB
1970
Centennial Bank
Arkansas
$80.2K -$6.8K -25 -8%
CPG
1971
Cornerstone Planning Group
New Jersey
$79.7K +$35.3K +128 +80%
MWM
1972
Mascoma Wealth Management
New Hampshire
$78.6K
KIM
1973
Kestra Investment Management
Texas
$78.3K -$288K -1,058 -79%
CWM
1974
Cranbrook Wealth Management
Michigan
$77.5K +$17.4K +64 +29%
VNA
1975
Valley National Advisers
Pennsylvania
$76K +$27.4K +102 +56%