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 %
AWM
2001
Activest Wealth Management
Florida
$59K +$31.5K +116 +115%
BIA
2002
Bell Investment Advisors
California
$57.9K +$544 +2 +0.9%
WAS
2003
Winch Advisory Services
Wisconsin
$57.7K +$272 +1 +0.5%
CIA
2004
Cape Investment Advisory
Georgia
$55.2K +$1.09K +4 +2%
HIIFS
2005
Harel Insurance Investments & Financial Services
Israel
$55K +$55K +202 New
WA
2006
Whipplewood Advisors
Colorado
$54.9K +$53.6K +16,616 +4,073%
SFG
2007
Stonebridge Financial Group
Pennsylvania
$54.6K +$1.36K +5 +3%
SC
2008
Stephens Consulting
Michigan
$54.4K -$2.99K -11 -5%
VWWMG
2009
Vermillion & White Wealth Management Group
Pennsylvania
$54.4K +$54.4K +200 New
CA
2010
Centerpoint Advisors
Massachusetts
$52K -$15.1K -55 -22%
CWM
2011
Cedar Wealth Management
California
$50.8K
C
2012
Covestor
United Kingdom
$50K +$3.01K +11 +6%
FWA
2013
Flagship Wealth Advisors
Massachusetts
$48.9K +$27.2K +100 +125%
DF
2014
Dunhill Financial
United Kingdom
$48K -$5.15K -19 -10%
CCM
2015
Cloud Capital Management
Washington
$47K +$47K +173 New
OWP
2016
ORG Wealth Partners
Texas
$46.5K -$52.8K -191 -53%
SIC
2017
SJS Investment Consulting
Ohio
$46.5K +$3.53K +13 +8%
Loomis, Sayles & Company
2018
Loomis, Sayles & Company
Massachusetts
$46K -$25.2K -93 -35%
PSFG
2019
Park Square Financial Group
Georgia
$45.1K -$272 -1 -0.6%
WCM
2020
Westend Capital Management
California
$45.1K +$45.1K +166 New
HB
2021
Horizon Bancorp
Indiana
$45K +$18.5K +68 +70%
SN
2022
Sittner & Nelson
Oregon
$44.9K
VWA
2023
Valued Wealth Advisors
Utah
$44.6K
CWM
2024
Crowley Wealth Management
Delaware
$44.3K
FFA
2025
Frazier Financial Advisors
Ohio
$43.5K