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
CWS
2001
Cypress Wealth Services
California
$217K
BLC
2002
Brown, Lisle/Cummings
Rhode Island
$216K
CPIA
2003
Cornell Pochily Investment Advisors
New York
$216K
AF
2004
Arrow Financial
New York
$216K
EA
2005
Ellsworth Advisors
Ohio
$216K
CFG
2006
Copley Financial Group
California
$215K
ABTD
2007
Arvest Bank Trust Division
Oklahoma
$215K
ONST
2008
Old North State Trust
North Carolina
$215K
SWG
2009
Summit Wealth Group
Vermont
$215K
GAA
2010
Global Assets Advisory
Florida
$215K
RFA
2011
Reyes Financial Architecture
California
$214K
VCWA
2012
Vanguard Capital Wealth Advisors
Colorado
$214K
RIG
2013
Renaissance Investment Group
Massachusetts
$214K
MWM
2014
Mattern Wealth Management
Kansas
$214K
CBUSF
2015
Construction & Building Unions Superannuation Fund
Australia
$214K
FZCM
2016
Flynn Zito Capital Management
New York
$214K
PPW
2017
Pasadena Private Wealth
California
$214K
UPS
2018
UHLMANN PRICE SECURITIES
Illinois
$214K
SA
2019
SoundView Advisors
Washington
$214K
OPA
2020
Old Port Advisors
Maine
$214K
TAM
2021
Townsend Asset Management
North Carolina
$213K
WW
2022
Westshore Wealth
California
$213K
FCIM
2023
Fairview Capital Investment Management
California
$213K
PAA
2024
Peregrine Asset Advisers
Oregon
$213K
CFP
2025
Cascade Financial Partners
California
$213K