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
KOMWMG
2026
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$212K
SFP
2027
Sandbox Financial Partners
Maryland
$211K
IP
2028
Investment Partners
Ohio
$211K
AFAS
2029
Acorn Financial Advisory Services
Virginia
$210K
VW
2030
Vance Wealth
California
$210K
FSA
2031
Financial Security Advisor
Virginia
$210K
MWA
2032
Motive Wealth Advisors
Michigan
$209K
LRPA
2033
L. Roy Papp & Associates
Arizona
$209K
SFWC
2034
Strategic Family Wealth Counselors
New Jersey
$209K
BST
2035
Bath Savings Trust
Maine
$209K
SIG
2036
Sargent Investment Group
Maryland
$209K
CSA
2037
Cottage Street Advisors
Massachusetts
$208K
AIM
2038
AHL Investment Management
Florida
$208K
3IP
2039
3Chopt Investment Partners
Virginia
$208K
RWM
2040
Refined Wealth Management
Utah
$208K
CCA
2041
Conservest Capital Advisors
Pennsylvania
$207K
SSC
2042
Syverson Strege & Co
Iowa
$207K
VV
2043
Verity & Verity
South Carolina
$207K
FFC
2044
Frederick Financial Consultants
Maryland
$206K
RMC
2045
Resources Management Corp
Connecticut
$205K
Nomura Holdings
2046
Nomura Holdings
Japan
$205K
CTC
2047
Cetera Trust Company
Minnesota
$205K
BL
2048
Balentine LLC
Georgia
$204K
TWM
2049
Tanager Wealth Management
United Kingdom
$203K
CPCM
2050
Cardinal Point Capital Management
Ontario, Canada
$203K