2,311 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, 938 increasing their positions, 766 reducing their positions, and 129 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: $ → $

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 766

6% more funds holding

Funds holding: 2,1792,311 (+132)

1.53% more ownership

Funds ownership: 82.24%83.76% (+1.5%)

Holders
2,311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
IC
1951
Inscription Capital
Texas
$241K
PWP
1952
Perfromance Wealth Partners
Illinois
$241K
PGWM
1953
Pitti Group Wealth Management
New York
$241K
MSWM
1954
Mowery & Schoenfeld Wealth Management
Illinois
$241K
AG
1955
Advocate Group
Minnesota
$241K
GSIAS
1956
Garden State Investment Advisory Services
New Jersey
$240K
XWM
1957
Xcel Wealth Management
Florida
$240K
NCM
1958
Novare Capital Management
North Carolina
$239K
TBWA
1959
Three Bridge Wealth Advisors
California
$239K
KG
1960
Kilter Group
New York
$238K
SWGC
1961
Summit Wealth Group (Colorado)
Colorado
$238K
QFA
1962
Quantum Financial Advisors
California
$238K
FCFC
1963
First Citizens Financial Corp
Iowa
$238K
AFA
1964
Allium Financial Advisors
Oregon
$238K
BFS
1965
Burkett Financial Services
South Carolina
$237K
BWP
1966
BSW Wealth Partners
Colorado
$237K
GB
1967
Goepper Burkhardt
South Carolina
$237K
FFM
1968
Flagstone Financial Management
Nebraska
$237K
DWA
1969
Dorsey Wright & Associates
California
$237K
LS
1970
Leelyn Smith
Illinois
$236K
IFA
1971
Index Fund Advisors
California
$236K
GWM
1972
Grand Wealth Management
Michigan
$236K
LGG
1973
Luts & Greenleigh Group
Maryland
$235K
RCA
1974
Ranch Capital Advisors
Florida
$235K
OFG
1975
Opulen Financial Group
Virginia
$235K