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 %
AIM
2026
AHL Investment Management
Florida
$208K +$208K +584 New
RWM
2027
Refined Wealth Management
Utah
$208K +$208K +582 New
3IP
2028
3Chopt Investment Partners
Virginia
$208K +$208K +582 New
CCA
2029
Conservest Capital Advisors
Pennsylvania
$207K +$207K +580 New
VV
2030
Verity & Verity
South Carolina
$207K +$207K +580 New
SSC
2031
Syverson Strege & Co
Iowa
$207K +$207K +580 New
FFC
2032
Frederick Financial Consultants
Maryland
$206K +$206K +578 New
RMC
2033
Resources Management Corp
Connecticut
$205K
Nomura Holdings
2034
Nomura Holdings
Japan
$205K -$44.3M -124,193 -100%
CTC
2035
Cetera Trust Company
Minnesota
$205K -$17.8K -50 -8%
BL
2036
Balentine LLC
Georgia
$204K +$204K +572 New
TWM
2037
Tanager Wealth Management
United Kingdom
$203K +$203K +570 New
CPCM
2038
Cardinal Point Capital Management
Ontario, Canada
$203K +$203K +570 New
OA
2039
Operose Advisors
Wisconsin
$203K
BC
2040
Barrett & Company
Rhode Island
$203K
SMA
2041
Seven Mile Advisory
New Jersey
$203K +$203K +568 New
PCM
2042
Princeton Capital Management
New Jersey
$202K +$202K +567 New
HBWM
2043
Hollow Brook Wealth Management
New York
$202K +$202K +565 New
CWM
2044
Centric Wealth Management
Illinois
$201K -$72.9K -201 -27%
EAM
2045
Empirical Asset Management
Massachusetts
$201K +$201K +562 New
SNWA
2046
Siligmueller & Norvid Wealth Advisors
Illinois
$200K +$200K +552 New
MWP
2047
Meredith Wealth Planning
Illinois
$200K +$200K +561 New
HBW
2048
Hazlett, Burt & Watson
West Virginia
$200K -$33.6K -94 -14%
WTFG
2049
Wood Tarver Financial Group
Idaho
$200K
AW
2050
Avion Wealth
Texas
$198K +$45.2K +127 +30%