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
FFO
1976
Fiduciary Family Office
Florida
$234K
SP
1977
Sequent Planning
Nebraska
$233K
FFA
1978
Fi3 Financial Advisors
Indiana
$233K
CIP
1979
Capital Insight Partners
Arizona
$232K
TFG
1980
Taylor Financial Group
Virginia
$232K
PWG
1981
Portside Wealth Group
Utah
$231K
RCP
1982
Rothschild Capital Partners
New York
$230K
GCP
1983
Gill Capital Partners
Colorado
$230K
JHCP
1984
Jackson Hole Capital Partners
Oklahoma
$230K
MSAM
1985
Moloney Securities Asset Management
Missouri
$230K
VC
1986
Veracity Capital
Georgia
$228K
TFA
1987
Tobias Financial Advisors
Florida
$227K
PB
1988
Pinnacle Bancorp
Nebraska
$227K
BWM
1989
Bernard Wealth Management
Michigan
$227K
HFS
1990
Heritage Financial Services
Massachusetts
$226K
SW
1991
SteelPeak Wealth
California
$226K
AWG
1992
Altus Wealth Group
Colorado
$225K
ODIJL
1993
One Day In July LLC
Vermont
$225K
CPP
1994
Capasso Planning Partners
South Carolina
$224K
KMWM
1995
Keudell/Morrison Wealth Management
Oregon
$224K
FI
1996
Financial Insights
Washington
$223K
EPM
1997
Elm Partners Management
Pennsylvania
$222K
HR
1998
Hardy Reed
Mississippi
$222K
EL
1999
EWA LLC
Pennsylvania
$221K
VCM
2000
Vivaldi Capital Management
Illinois
$221K