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 %
UPS
2001
UHLMANN PRICE SECURITIES
Illinois
$214K +$214K +600 New
RIG
2002
Renaissance Investment Group
Massachusetts
$214K +$214K +600 New
VCWA
2003
Vanguard Capital Wealth Advisors
Colorado
$214K +$214K +600 New
CBUSF
2004
Construction & Building Unions Superannuation Fund
Australia
$214K +$214K +600 New
MWM
2005
Mattern Wealth Management
Kansas
$214K +$214K +600 New
FZCM
2006
Flynn Zito Capital Management
New York
$214K +$214K +600 New
SA
2007
SoundView Advisors
Washington
$214K +$214K +600 New
OPA
2008
Old Port Advisors
Maine
$214K +$214K +599 New
TAM
2009
Townsend Asset Management
North Carolina
$213K +$213K +598 New
WW
2010
Westshore Wealth
California
$213K +$213K +598 New
FCIM
2011
Fairview Capital Investment Management
California
$213K +$213K +597 New
PAA
2012
Peregrine Asset Advisers
Oregon
$213K +$213K +596 New
CFP
2013
Cascade Financial Partners
California
$213K +$213K +596 New
KOMWMG
2014
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$212K +$212K +594 New
SFP
2015
Sandbox Financial Partners
Maryland
$211K +$211K +591 New
IP
2016
Investment Partners
Ohio
$211K +$211K +590 New
AFAS
2017
Acorn Financial Advisory Services
Virginia
$210K +$210K +589 New
FSA
2018
Financial Security Advisor
Virginia
$210K +$210K +588 New
VW
2019
Vance Wealth
California
$210K +$210K +588 New
MWA
2020
Motive Wealth Advisors
Michigan
$209K +$209K +586 New
LRPA
2021
L. Roy Papp & Associates
Arizona
$209K +$209K +585 New
SFWC
2022
Strategic Family Wealth Counselors
New Jersey
$209K +$209K +585 New
BST
2023
Bath Savings Trust
Maine
$209K +$209K +585 New
SIG
2024
Sargent Investment Group
Maryland
$209K +$209K +583 New
CSA
2025
Cottage Street Advisors
Massachusetts
$208K +$208K +584 New