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
MG
2001
McHugh Group
Ohio
$221K
ECAM
2002
East Coast Asset Management
Massachusetts
$220K
SAM
2003
Summit Asset Management
Tennessee
$220K
LOPW
2004
Live Oak Private Wealth
North Carolina
$220K
PWM
2005
PBMares Wealth Management
Virginia
$219K
TFM
2006
TFC Financial Management
Massachusetts
$219K
AFA
2007
AA Financial Advisors
Ohio
$219K
TT
2008
TI-Trust
Illinois
$219K
AGP
2009
Autumn Glory Partners
Texas
$218K
FFO
2010
Fortitude Family Office
Arizona
$217K
ACM
2011
Avalon Capital Management
California
$217K
GWP
2012
Gen-Wealth Partners
Michigan
$217K
CWS
2013
Cypress Wealth Services
California
$217K
BLC
2014
Brown, Lisle/Cummings
Rhode Island
$216K
CPIA
2015
Cornell Pochily Investment Advisors
New York
$216K
AF
2016
Arrow Financial
New York
$216K
EA
2017
Ellsworth Advisors
Ohio
$216K
CFG
2018
Copley Financial Group
California
$215K
ABTD
2019
Arvest Bank Trust Division
Oklahoma
$215K
SWG
2020
Summit Wealth Group
Vermont
$215K
ONST
2021
Old North State Trust
North Carolina
$215K
GAA
2022
Global Assets Advisory
Florida
$215K
RFA
2023
Reyes Financial Architecture
California
$214K
VCWA
2024
Vanguard Capital Wealth Advisors
Colorado
$214K
UPS
2025
UHLMANN PRICE SECURITIES
Illinois
$214K