2,299 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 290 funds opening new positions, 935 increasing their positions, 760 reducing their positions, and 126 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: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1662,299 (+133)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
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
PB
1976
Pinnacle Bancorp
Nebraska
$227K
BWM
1977
Bernard Wealth Management
Michigan
$227K
HFS
1978
Heritage Financial Services
Massachusetts
$226K
SW
1979
SteelPeak Wealth
California
$226K
AWG
1980
Altus Wealth Group
Colorado
$225K
ODIJL
1981
One Day In July LLC
Vermont
$225K
CPP
1982
Capasso Planning Partners
South Carolina
$224K
KMWM
1983
Keudell/Morrison Wealth Management
Oregon
$224K
FI
1984
Financial Insights
Washington
$223K
EPM
1985
Elm Partners Management
Pennsylvania
$222K
HR
1986
Hardy Reed
Mississippi
$222K
EL
1987
EWA LLC
Pennsylvania
$221K
VCM
1988
Vivaldi Capital Management
Illinois
$221K
MG
1989
McHugh Group
Ohio
$221K
SAM
1990
Summit Asset Management
Tennessee
$220K
ECAM
1991
East Coast Asset Management
Massachusetts
$220K
LOPW
1992
Live Oak Private Wealth
North Carolina
$220K
PWM
1993
PBMares Wealth Management
Virginia
$219K
TFM
1994
TFC Financial Management
Massachusetts
$219K
AFA
1995
AA Financial Advisors
Ohio
$219K
TT
1996
TI-Trust
Illinois
$219K
AGP
1997
Autumn Glory Partners
Texas
$218K
FFO
1998
Fortitude Family Office
Arizona
$217K
ACM
1999
Avalon Capital Management
California
$217K
GWP
2000
Gen-Wealth Partners
Michigan
$217K