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 %
LWCFA
2051
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K -$8.21K -23 -4%
PAM
2052
Parvin Asset Management
South Dakota
$189K -$7.14K -20 -4%
PWA
2053
Provenance Wealth Advisors
Florida
$187K -$5.36K -15 -3%
PSB
2054
Piscataqua Savings Bank
New Hampshire
$184K +$32.1K +90 +21%
BA
2055
Bellwether Advisors
Nebraska
$183K +$50.7K +142 +38%
SIS
2056
Sound Income Strategies
Florida
$182K -$67.5K -189 -27%
AWM
2057
Atticus Wealth Management
Florida
$174K +$174K +487 New
CT
2058
Clearstead Trust
Maine
$174K +$77.5K +217 +81%
GG
2059
Gleason Group
Kentucky
$170K -$14.6K -41 -8%
PWMG
2060
Private Wealth Management Group
New Jersey
$170K +$1.07K +3 +0.6%
TFIPS
2061
Towarzystwo Funduszy Inwestycyjnych PZU SA
$168K +$32.1K +90 +24%
TC
2062
Truvestments Capital
Florida
$164K -$5.71K -16 -3%
TIM
2063
Tortoise Investment Management
New York
$161K +$5K +14 +3%
WPA
2064
Wealth Preservation Advisors
Tennessee
$159K +$2.5K +7 +2%
JGIA
2065
Jackson Grant Investment Advisers
Connecticut
$155K
HWM
2066
Hemington Wealth Management
Virginia
$154K +$2.13K +6 +1%
HC
2067
Hoese & Co
Minnesota
$152K
SOW
2068
State of Wyoming
Wyoming
$150K -$389K -1,091 -72%
FPB
2069
First PREMIER Bank
South Dakota
$147K
PFSC
2070
Peoples Financial Services Corp
Pennsylvania
$146K -$1.43K -4 -1%
NFSG
2071
Newbridge Financial Services Group
Florida
$144K +$95K +266 +194%
ATC
2072
Adirondack Trust Company
New York
$143K
USB
2073
Union Savings Bank
Connecticut
$142K
KB
2074
Kimelman & Baird
New York
$138K
SHF
2075
Safe Harbor Fiduciary
Florida
$138K -$6.43K -18 -4%