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 %
BHWM
1976
Beaird Harris Wealth Management
Texas
$74.8K
BTC
1977
Bank & Trust Company
Illinois
$74.5K
ME
1978
McIlrath & Eck
Washington
$74.2K
CCMI
1979
Creative Capital Management Investments
California
$73.9K
PWA
1980
Physician Wealth Advisors
Utah
$73.4K +$1.09K +4 +2%
CT
1981
Clearstead Trust
Maine
$73K +$21.7K +80 +42%
WWM
1982
Wolff Wiese Magana
California
$72K -$8.16K -30 -10%
LWMI
1983
Legacy Wealth Management (Idaho)
Idaho
$71.8K
GPI
1984
General Partner Inc
Pennsylvania
$71.8K
HCM
1985
Horrell Capital Management
Arkansas
$70.7K
CSC
1986
Cove Street Capital
California
$70.7K
AT
1987
Arlington Trust
Alabama
$70.1K -$5.17K -19 -7%
AIM
1988
Arcadia Investment Management
Michigan
$68K
SWIM
1989
Smallwood Wealth Investment Management
New Jersey
$68K +$68K +250 New
FC
1990
Fairscale Capital
New Hampshire
$66.1K
RCA
1991
Runnymede Capital Advisors
Ohio
$63.9K
CHC
1992
City Holding Co
West Virginia
$63.6K +$3.26K +12 +5%
KTC
1993
Kentucky Trust Company
Kentucky
$62.5K
BBPWM
1994
Blue Bell Private Wealth Management
Pennsylvania
$61.4K -$36.4K -134 -37%
WIM
1995
Westside Investment Management
California
$61.4K +$7.37K +27 +14%
HCM
1996
Hollencrest Capital Management
California
$61.2K -$19.3K -71 -24%
SR
1997
Syntax Research
Florida
$61.2K
CYG
1998
Clean Yield Group
Vermont
$60.6K
CCC
1999
Chelsea Counsel Company
California
$59.8K
HFS
2000
Hopwood Financial Services
Virginia
$59.3K +$17.9K +66 +43%