2,162 hedge funds and large institutions have $87.2B invested in Eaton in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 919 increasing their positions, 789 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
-92
Holders Change %
-4.08%
% of All Funds
29.37%
Holding in Top 10
31
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
165
Increased
919
Reduced
789
Closed
214
Calls
$1.75B
Puts
$997M
Net Calls
+$750M
Net Calls Change
+$990M
Name Holding Trade Value Shares
Change
Shares
Change %
BOJHT
2051
Bank of Jackson Hole Trust
Wyoming
$29.6K -$14.7K -50 -33%
FMP
2052
Financial Management Professionals
Texas
$29.4K -$1.9K -7 -6%
WFA
2053
West Financial Advisors
Iowa
$29.1K
GFPC
2054
Global Financial Private Client
Florida
$28.3K +$2.45K +9 +9%
CFD
2055
Creative Financial Designs
Indiana
$27.5K +$13.9K +51 +102%
MMCM
2056
Murphy & Mullick Capital Management
New York
$27.4K +$271 +1 +1%
JFG
2057
JDM Financial Group
Texas
$27.2K -$1.09K -4 -4%
VWM
2058
Vermillion Wealth Management
Minnesota
$27.2K
SWA
2059
SOA Wealth Advisors
New York
$27.2K
MLA
2060
MB, Levis & Associates
Pennsylvania
$26.6K
DPW
2061
DiNuzzo Private Wealth
Pennsylvania
$26.4K -$272 -1 -1%
MFT
2062
Moisand Fitzgerald Tamayo
Florida
$25K
IAS
2063
IMA Advisory Services
Colorado
$25K +$25K +92 New
NWMP
2064
Noble Wealth Management PBC
Colorado
$24.5K
SFCL
2065
Strengthening Families & Communities LLC
Massachusetts
$24.1K -$44.6K -165 -65%
EIM
2066
Essex Investment Management
Massachusetts
$23.9K
AIC
2067
Archer Investment Corporation
Indiana
$23.8K +$9.01K +33 +61%
PBK
2068
Peoples Bank (Kansas)
Kansas
$22.3K +$22.3K +82 New
AF
2069
Atala Financial
California
$21.7K -$14.1K -52 -39%
GWSA
2070
Global Wealth Strategies & Associates
Colorado
$21.7K +$1.36K +5 +7%
PP
2071
PrairieView Partners
Minnesota
$20K
SL
2072
Salomon & Ludwin
Virginia
$19.3K
PA
2073
Pineridge Advisors
Missouri
$19K -$4.08K -15 -18%
CI
2074
Clal Insurance
Israel
$19K +$15.8K +59 +492%
AA
2075
Addison Advisors
Vermont
$18.5K -$2.18K -8 -11%