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
MWM
2026
Mattern Wealth Management
Kansas
$214K
PPW
2027
Pasadena Private Wealth
California
$214K
VCWA
2028
Vanguard Capital Wealth Advisors
Colorado
$214K
UPS
2029
UHLMANN PRICE SECURITIES
Illinois
$214K
FZCM
2030
Flynn Zito Capital Management
New York
$214K
SA
2031
SoundView Advisors
Washington
$214K
OPA
2032
Old Port Advisors
Maine
$214K
TAM
2033
Townsend Asset Management
North Carolina
$213K
WW
2034
Westshore Wealth
California
$213K
FCIM
2035
Fairview Capital Investment Management
California
$213K
PAA
2036
Peregrine Asset Advisers
Oregon
$213K
CFP
2037
Cascade Financial Partners
California
$213K
KOMWMG
2038
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$212K
SFP
2039
Sandbox Financial Partners
Maryland
$211K
IP
2040
Investment Partners
Ohio
$211K
AFAS
2041
Acorn Financial Advisory Services
Virginia
$210K
VW
2042
Vance Wealth
California
$210K
FSA
2043
Financial Security Advisor
Virginia
$210K
MWA
2044
Motive Wealth Advisors
Michigan
$209K
LRPA
2045
L. Roy Papp & Associates
Arizona
$209K
SFWC
2046
Strategic Family Wealth Counselors
New Jersey
$209K
BST
2047
Bath Savings Trust
Maine
$209K
SIG
2048
Sargent Investment Group
Maryland
$209K
AIM
2049
AHL Investment Management
Florida
$208K
CSA
2050
Cottage Street Advisors
Massachusetts
$208K