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 %
MG
1976
McHugh Group
Ohio
$221K +$221K +620 New
VCM
1977
Vivaldi Capital Management
Illinois
$221K +$221K +620 New
SAM
1978
Summit Asset Management
Tennessee
$220K +$220K +617 New
ECAM
1979
East Coast Asset Management
Massachusetts
$220K +$220K +617 New
LOPW
1980
Live Oak Private Wealth
North Carolina
$220K +$220K +616 New
PWM
1981
PBMares Wealth Management
Virginia
$219K +$219K +614 New
TFM
1982
TFC Financial Management
Massachusetts
$219K -$21.4K -60 -9%
TT
1983
TI-Trust
Illinois
$219K +$219K +613 New
AFA
1984
AA Financial Advisors
Ohio
$219K +$219K +613 New
AGP
1985
Autumn Glory Partners
Texas
$218K +$218K +610 New
FFO
1986
Fortitude Family Office
Arizona
$217K +$58.5K +164 +37%
ACM
1987
Avalon Capital Management
California
$217K +$217K +608 New
GWP
1988
Gen-Wealth Partners
Michigan
$217K
CWS
1989
Cypress Wealth Services
California
$217K +$217K +607 New
BLC
1990
Brown, Lisle/Cummings
Rhode Island
$216K +$357 +1 +0.2%
CPIA
1991
Cornell Pochily Investment Advisors
New York
$216K +$216K +605 New
AF
1992
Arrow Financial
New York
$216K +$216K +605 New
EA
1993
Ellsworth Advisors
Ohio
$216K -$200K -560 -48%
CFG
1994
Copley Financial Group
California
$215K +$215K +603 New
ABTD
1995
Arvest Bank Trust Division
Oklahoma
$215K +$215K +603 New
SWG
1996
Summit Wealth Group
Vermont
$215K +$215K +603 New
ONST
1997
Old North State Trust
North Carolina
$215K +$215K +603 New
GAA
1998
Global Assets Advisory
Florida
$215K +$215K +605 New
RFA
1999
Reyes Financial Architecture
California
$214K +$35.7K +100 +20%
RIG
2000
Renaissance Investment Group
Massachusetts
$214K +$214K +600 New