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
3IP
2051
3Chopt Investment Partners
Virginia
$208K
RWM
2052
Refined Wealth Management
Utah
$208K
CCA
2053
Conservest Capital Advisors
Pennsylvania
$207K
SSC
2054
Syverson Strege & Co
Iowa
$207K
VV
2055
Verity & Verity
South Carolina
$207K
FFC
2056
Frederick Financial Consultants
Maryland
$206K
RMC
2057
Resources Management Corp
Connecticut
$205K
Nomura Holdings
2058
Nomura Holdings
Japan
$205K
CTC
2059
Cetera Trust Company
Minnesota
$205K
BL
2060
Balentine LLC
Georgia
$204K
CPCM
2061
Cardinal Point Capital Management
Ontario, Canada
$203K
TWM
2062
Tanager Wealth Management
United Kingdom
$203K
OA
2063
Operose Advisors
Wisconsin
$203K
BC
2064
Barrett & Company
Rhode Island
$203K
SMA
2065
Seven Mile Advisory
New Jersey
$203K
PCM
2066
Princeton Capital Management
New Jersey
$202K
HBWM
2067
Hollow Brook Wealth Management
New York
$202K
CWM
2068
Centric Wealth Management
Illinois
$201K
EAM
2069
Empirical Asset Management
Massachusetts
$201K
SNWA
2070
Siligmueller & Norvid Wealth Advisors
Illinois
$200K
MWP
2071
Meredith Wealth Planning
Illinois
$200K
HBW
2072
Hazlett, Burt & Watson
West Virginia
$200K
WTFG
2073
Wood Tarver Financial Group
Idaho
$200K
DCBT
2074
Dakota Community Bank & Trust
North Dakota
$200K
AW
2075
Avion Wealth
Texas
$198K